How it works
One application. Multiple possibilities.
ClickFundBiz connects your business with participating financing providers through a single, straightforward process. Here's what to expect from start to finish.
- 1
Tell Us About Your Business
Complete our secure online application. One application covers your business, its owners, and the financing you are looking for. There is no cost to apply and no obligation.
- 2
Provide Supporting Information
Depending on the financing requested, we may ask for financial statements, bank statements, tax information, or other documentation. We tell you exactly what is needed and why.
- 3
Review Available Options
We submit your information to appropriate financing providers and help you understand available options. If a provider extends an offer, we present its terms exactly as provided so you can compare side by side.
- 4
Choose Your Financing
If approved, you work with the applicable financing provider to complete its documentation and receive funding. The choice is always yours: you are never obligated to accept an offer.
Behind the scenes
What happens after you apply
Once your application is in, it moves through three stages. We keep you informed along the way.
Review
We review your application for completeness and may reach out if anything is missing or if supporting documentation would help us understand your request.
Matching
We compare your request against the products and criteria of participating financing providers and, with your authorization, prepare submissions where there may be a fit.
Provider decision
Each financing provider independently decides whether to extend an offer and establishes its own rates, fees, terms and conditions.
Be prepared
Documents you may be asked for
Depending on the financing product and provider, you may be asked for some of the following. Not every application requires every document; we will let you know exactly what is needed.
- Business bank statements
- Business tax returns
- Personal tax returns (when required)
- Profit & loss statement
- Balance sheet
- Accounts receivable report
- Accounts payable report
- Business license
- Articles of organization / incorporation
- EIN confirmation
- Government-issued identification (when required)
- Existing financing statements
- Equipment quotes / invoices
- Purchase agreements
- Other supporting documents
How long does it take?
Timing varies by financing provider, product, underwriting requirements and completion of required documentation. Responding promptly to any document requests is the best way to keep your application moving.
Submitting an application does not guarantee approval, funding, or any particular rate or term.
Who makes the final decision?
Final financing decisions, amounts, pricing and terms are made by the applicable financing provider. Our team helps you understand and compare the options you receive.
Ready to explore your options?
Let's find financing that fits your business. Applying is free, takes one application, and carries no obligation.
Financing options are provided by participating financing providers and are subject to their eligibility requirements, approval and terms.