Gratified Lending Funding Intake

Submit business, ownership, and underwriting documents for funding review. Uploads are routed securely to the team and logged into the tracking sheet.

Funding Phase

Business Funding Survey

Section 1: Business Information

Legal Business Name *

DBA Name

Business Address *

Business Phone *

Business Email *

EIN *

Website or Online Presence

Date Business Established *

Industry / NAICS Code *

Legal Entity Type *

Monthly Gross Revenue *

Estimated Annual Revenue *

Number of Employees *

Section 2: Owner Information

Add every owner whose ownership percentage must be included in the funding file.

Section 3: Document Uploads

Identity Verification *

4 Months Business Bank Statements *

Voided Business Check *

Bank Verification Letter *

Proof of Account Ownership *

Tax Returns *

Profit & Loss Statements *

Balance Sheets *

Accounts Receivable Reports *

Sample Invoices or Contracts *

Merchant Processing Statements