Document Readiness

Prepare a cleaner funding file.

Name: Trifecta Business Group
Address: 10307 W Broad Street, Glen Allen, VA, 23060, US
Telephone: +1-877-977-3015

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Funding purpose

Your checklist

0 of 6 ready

Government-issued owner identification
Business formation records
Voided business check
Last 3–6 months of business bank statements
Current year-to-date profit and loss statement
Existing business debt schedule

This is a preparation guide, not a complete underwriting list. Requirements vary by product, lender, transaction, and business. Do not email sensitive documents unless our team provides a secure method.

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Prepare a cleaner funding file.

Your checklist

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