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Name
*
First
Last
Email
*
Payable months timesheet
Company
*
Phone
*
Copy of Current Contractor’s License
Click or drag a file to this area to upload.
Copy of driver’s license(s) for Company’s principal(s)
Click or drag a file to this area to upload.
Articles of Inc.
Click or drag files to this area to upload.
You can upload up to 5 files.
or Certificate of Formation
Proof of Federal Tax ID #
Click or drag a file to this area to upload.
e.g. IRS Form CP 575 E or tax coupon
Customer List
Click or drag a file to this area to upload.
Including contact name, phone number, address, & credit limit requested for accounts to be financed.
Balance Sheet Statement
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Profit and Loss Statement
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(last 12 months)
Cash Flow Statement
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Open Accounts Receivable Aging Report
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Closed Accounts Receivable Aging Report
Click or drag a file to this area to upload.
customer pay history- last 12 months
Open Accounts Payable Aging Report
Click or drag a file to this area to upload.
current
Closed Accounts Payable Report
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Example of an invoice, P.O., contract, timesheet
Click or drag a file to this area to upload.
or other documentation relevant to billing
Previous 6 months bank statements
Click or drag a file to this area to upload.
Signed Vendor Agreements
Click or drag a file to this area to upload.
(contracts with your customers)
DBA, assumed or trade name certificates
Click or drag a file to this area to upload.
Contract with existing finance company
Click or drag a file to this area to upload.
Most recent Federal Tax Return
Click or drag a file to this area to upload.
Construction Pre-Approval Email
Click or drag a file to this area to upload.
Additional Comments
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