Have your contact details and business information handy. For a HELOC, we’ll ask about your property and income. The form shows you which documents to provide.

Select “Help me choose” and our team can help you compare options. If you arrived from a product page, that option is already selected. You can change it in the form.

Yes. You can enter your details, choose a financing option, and review your answers on a phone. Keep any statement PDFs somewhere you can access from that device if you plan to add them during the application.

Have your property address, estimated home value, mortgage balance, and income information ready. These details help describe your situation at the start. The lender’s review will determine the property value, eligibility, and amount available.

You can start without them. When you reach the document step, upload PDF statements with all pages included for the months shown. If they aren’t ready, choose “Send statements later” to continue.

Have a list of your business debts, balances, and current payments ready. Estimates are fine to start. Tell us what you want to improve, such as fewer payments to manage. Payoff statements will help confirm the amounts during review.

The document step accepts PDFs. Download the statement PDF from your bank and include every page, even pages with no transactions. You can add more than one PDF for a month if your statement is split into separate files.

Use the month labels shown in the document step. They identify the completed months needed for your application. The current month is optional, so you do not need to wait for it to end before you start.

Remove the file from the document list, then add the correct PDF under the matching month. Check the file names and months before continuing so your statements are easy to review.

Yes. On the review screen, select “Edit” next to the section you want to change. Check your updated details before signing.

Call (888) 817-3537 if you have a question about the form or want to talk through your financing options.

No. The application provides information for review. Approval, the amount available, and the final terms depend on the funding partner’s assessment. The examples on the website are illustrations, not financing offers.

Check your contact details, business or property information, requested financing, and any documents you added. Read the consent text before signing. If a detail is wrong, use “Edit” to correct it first.