Desk
/
New lead
Draft kept on this computer, not saved to the Desk
Who's on the line
all optional; fill in what you have, the rest goes on the application
Business name
(optional)
Contact name
(optional)
Phone
(optional, needed only to text the link)
Enter a 10-digit phone number or leave it blank.
Email
(optional, needed only to email the link)
That email does not look right.
Qualification
what the funder criteria actually use
Amount requested
Monthly revenue
Approximate FICO
Select a range
Range. Matching uses the low end and says so.
Time in business
Select
Business start date
Use of funds
Business bank account?
Yes
No
State
Industry
Urgency
(optional)
Currently has an MCA or revenue-based advance?
Yes
No
Not sure
Payments current?
Yes
No
One row per advance. Add as many as the merchant has.
Do they own or rent their home?
Own
Rent
Roughly how much equity in the home?
In thousands: 50 means $50,000, 150 means $150,000. Value minus what is owed, the merchant's best guess.
Other property they own (investment, rental, second home)
More (optional): other business debt, website, what the business does
Other business debt
Website
DBA
What the business does
Assignment
Assigned to
Me (the person creating this file)
Find matching funders →
Runs the funder criteria on what you've typed. No field is required. Nothing is saved until you start an application.
Skip matching, start the application
Unnamed merchant
·
Edit answers
Selected funders (optional):
none
Selecting records your pick on the file. It never requests documents or sends anything.
Start application →
Start without selecting a funder
Save as lead only
