Free PDF · 5 pages
Lender Match Cheat Sheet
Which funding products fit which clients, what lenders usually look at, and what to watch out for. On five pages you can keep next to the phone.
What's inside
- Quick matcher. Client situation → the products to look at first.
- Nine products explained. Term loans, SBA 7(a) and microloans, lines of credit, equipment, factoring, revenue-based financing, credit cards and commercial real estate.
- Red flags. The signs that mean slow down before you submit.
- Your discovery call on one page. The questions to ask and the documents to collect in one request.
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