Business Funding Loan Types
SBA Loans
Government-backed loans offering low-interest rates and long repayment terms for small businesses.
MCA (Merchant Cash Advance)
Quick access to capital in exchange for a percentage of future credit card sales.
Working Capital Loans
Short-term loans designed to cover daily business operations and cash flow needs.
Business Expansion Loans
Financing for scaling operations, opening new locations, or acquiring other businesses.
USDA Business Loans
Loans guaranteed by the U.S. Department of Agriculture, designed to support rural businesses with long-term, low-interest financing for various business purposes, including real estate, equipment, and working capital.
Accounts Receivable Financing
Financing solution that allows businesses to obtain cash advances against outstanding invoices, providing immediate liquidity to manage operations and growth.
Micro Financing
Small loans typically under $50,000, designed to support startups, small businesses, and entrepreneurs who may not qualify for traditional financing due to limited credit history or collateral.
Structured Finance
Customized financial solutions that involve complex transactions, often including asset-backed securities, syndicated loans, or mezzanine financing, tailored to meet the specific needs of larger businesses or projects.
Core Features
Loan Application Intake with Required Document Upload
Easy online application process with the ability to upload required business documents, such as financial statements, tax returns, and business plans.
Workflow Automation
Automated processes that trigger next steps based on loan status, including document requests, signed term sheets, compliance requirements, and borrower communications.
Customizable Guidelines
Build out your own or back end investor/lender eligibility guidelines, so the system knows what fields, required docs & workflow steps to follow on every loan.
Document Generation
Automate the creation of business loan agreements, promissory notes, disclosures, SBA, USDA-specific forms, and other critical documents to streamline the lending process.
Funding Disbursement Tracking
Monitor the distribution of funds and ensure compliance with loan terms through automated tracking.
Recurring Payment Setup
Manage repayment schedules with automatic ACH payment setups, including daily or weekly debits for MCA products.
CRM Integration
Seamless integration with CRM tools to manage client relationships, track communication, and automate follow-ups.
White-Labeled User Architecture
Perfect for correspondents or ISO partners who manage multiple loan officers or broker partners. This architecture allows for separate operational control at each branch level, ensuring compliance and consistency across the organization.
