Fountainhead’s Pronto:
The Under 24 Hour Approval Guarantee! *

The next step is to provide us with five basic documents. It is vitally important that you submit all of the following documents in PDF format to assure this approval process can be completed.

First, we need you to fill out the following forms:

  • Applicant’s Individual Forms/Documents. Click here for an SBA 7(a) Loan.

On these forms, please fill in all applicable information, use electronic signatures and save the editable PDF to be uploaded later. We need this completed for all Borrowers/Guarantors with 20% or more ownership in the operating company or real estate holding company. Please upload the completed forms below.

Step-1:
Please upload the following files to their corresponding text boxes on the form below:

  1. Operating company business tax returns (we need 2016, 2017, and 2018 fiscal year end tax returns). Please remove any passwords.
  2. Current Interim Financial Statements for the Operating Company (Income Statement and Balance Sheet dated less than 60 days old). If the business is a startup or expansion, please also upload a Business Plan and two years’ projected profit and loss statements, including assumptions (additional upload fields available in Step-2).

Step-2:
After completing the form below and uploading the corresponding documents in Step-1, click “Next” at the bottom of this page and upload the following files to their corresponding text boxes:

  1. Borrower/Guarantor personal tax returns (we need the past three years’ fiscal year and tax returns for every individual who has 20% or more ownership in the operating company or real estate holding company). Please remove any passwords.
  2.   Copy of drivers’ licenses for all 20% owners.
  3.   Resume for all 20% owners.

All required approval documents need to have normal (straight) alignment.
At this point in the process, we do not need additional documents other than what is listed above. Please only submit what is being requested in each text box.

DISCLAIMER:

*Guarantee is only applicable to turnaround time, not approval. Approval is conditional upon qualification.

If instructions are not followed, we cannot guarantee a 24 hour (or less) approval time frame, assuming qualification.

24 hour approval is subject to complete information being submitted Monday through Friday 8:30am to 3:30pm Eastern Standard Time (EST) and excluding national holidays.