Loan package · Step 1

Start your loan package

Tell us about the loan. A financing specialist reviews every request personally, runs a readiness check and sends the banker request list for your loan type. Nothing is shared with a lender until you approve it.

Name

Phone (optional)

Business name

State

Industry

Loan type

Amount

Purpose of the loan

Timeline

Optional file (PDF, Excel, Word, CSV, PNG or JPG, up to 10 MB)

Stored privately and seen only by your financing specialist. Good examples: a deal summary, P&L summary or debt schedule. Do not upload tax returns, bank statements, SSNs, account numbers or patient records — those go only through a lender's secure portal.

I request that Profit Theory, LLC review my request and contact me. Nothing is shared with any lender until Profit Theory, LLC names that lender and I approve it. Profit Theory, LLC may receive compensation if I use a provider (how we get paid).

Estimates only. Results vary. No guarantee of approval, rates or savings.

We may earn a referral fee or commission if you work with a provider we introduce. How we get paid