To complete your application, have the following ready:
• Business details: Legal name, tax ID, annual revenue, business address, etc
• Owner and executive info: Name, date of birth, SSN, and home address for anyone with 25% or more ownership, plus one senior leader (e.g., CEO, CFO, or President), as required by federal KYC regulations.
• Credit authorization: A soft credit pull (won't affect your score) from an owner or executive.
• Bank account connection: Link your business bank account using Plaid for fast underwriting.