Funding Intake Received – What Happens Next

Thank you — your funding intake has been successfully submitted.

Here’s what to expect next:

Step 1: We Review Your File

Our team will begin reviewing your intake form, credit readiness, and business structure. If anything is missing, you’ll be contacted via email within 24–48 hours.

Step 2: We Begin the Matching Process

Once reviewed, we’ll begin preparing your file and submitting it to our network of vetted lenders, underwriters, and bankers. This step usually takes 3–5 business days depending on your readiness.

 Step 3: We Update You with Results

You’ll be notified of pre-approvals, conditions, or funding offers directly by email or phone. Be sure to monitor both.

A Few Reminders:

  • Please keep your IdentityIQ credit monitoring active during this time.
    If you haven’t signed up yet, click here to do so now.

  • We recommend avoiding any new credit inquiries or credit card applications until this process is complete.

  • If you were referred by someone, please ensure their name was listed — they may qualify for a referral bonus.

You’re One Step Closer to Funding.

Need help or have a question?
Reply to your onboarding email or contact us directly at:
888-564-0329

What should I avoid doing while I wait?

To prevent disrupting your funding profile:

  • Do not apply for new credit cards, auto loans, or personal loans

  • Avoid large purchases or new inquiries

  • Keep your IdentityIQ credit monitoring active so we can track progress

  • Do not change your business address, name, or structure unless directed

Most funding offers are issued within 3 to 10 business days, depending on:

  • The strength of your credit profile

  • How complete your intake and documents are

  • Lender response times
    If anything is missing or unclear, we’ll reach out promptly.

Once funding is secured, you’ll receive:

  • Your approval details

  • Instructions for receiving funds

  • A 10% performance-based invoice for the total capital secured
    We’ll walk you through next steps to continue structuring for additional rounds, credit building, or business scaling depending on your goals.

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