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Standard Business Financing Application

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Documents Required for A Standard Business loan

The more readily available your documentation is, the faster you’ll move through the process.

In order to apply, you will need to submit:

  • 4-6 months of your most recent Business Bank Statements
  • Signed & Completed Application.

You can email your documents to:  funding@upwisecapital.com or upload PDF files to the above application.

The following is a checklist of the most commonly collected documents.  

bank statements

4-6 Months of your Most Recent Business Bank Statements is required to apply.

Financials & Tax Returns

In some cases, your most recent tax returns and YTD financials (P&L and Balance Sheet) may be required.

Driver's License & Voided Check

To ensure all of your information is correct on the contracts, we require a clear copy of your DL & VC to verify this information.

OTHER documents

Proof of Ownership Document (K1 Form, Schedule C, or Articles of Incorporation)