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Get a quote for your client

How it Works

Step 1 - You apply for your client

Simply complete the form on this page once you confirm your client has met our eligibility criteria and we'll begin processing the application.

Step 2 - We provide you with a quote

Your Account Manager will contact you within 1 business day with the details and/or any additional questions we have.

Step 3 - We issue a final offer

Once we have collected and verified all the information, we can send your client a loan agreement to sign via DocuSign.

Have a question?

Your dedicated Account Manager, Eoghan (pronounced "Owen"), is happy to help you at any point in the process. Feel free to contact him at 844-451-3594 (ext 310) or

Partner Details

Your First Name*
Your Last Name*
Your Company Name*
Your Email*
Your Phone Number

Your Client's Personal Details

First Name*
Last Name*
Date of Birth*
Work Email*
Phone Number*
Home Address(Street)*
Postal Code*

Your Client's Business Details

Legal Business Name*
Doing Business As
Business Phone Number
Business Address(Street)*
Business State*
Business City*
Business Postal Code*
# of Employees*
Time in Business*
Business Type?*
Annual Revenue*
Annual Operating Profit*
Ownership %
Annual salary/dividends taken by owner(s)*
Have they made any large capital expenditures recently?*
How much money are they seeking?*
What do they need the funds for?*
What existing debt do they have?*
Are they current with all their CRA obligations (personal + business)?*
Are they current with all your supplier payments?*
Are they current on their commercial mortgage or rent?*
Is there anything else we should know?*
Have you obtained their authorization to run a personal credit check (soft pull)?*
If NO, please share what your client believes their score to be in the field above
Bank Statements
Please upload PDFs of at least 6 months of the business's bank statements. If they have multiple bank accounts please upload a single zip file that includes PDFs for each account.