Funding Application — Clear Pro Consultant

Business Information

Tell us about your company and funding requirements

Funding Products You're Interested In * Select all that apply — we'll match you with the best available options

Merchant Cash Advance

Business Line of Credit

Business Term Loan

Equipment Financing

Invoice Factoring

Funding Requested * Enter the total amount you are requesting

Reason for Funding *

Monthly Revenue *

Annual Gross Revenue * Most recent full year — should match your tax return

Desired Term Length

Legal Business Name *

DBA / Trade Name

Business Address *

City *

State * We currently fund businesses operating in these states

ZIP Code *

Business Phone *

Date Business Started *

Tax ID / EIN *

State of Incorporation *

Entity Type *

Industry *

Website

Bankruptcy / Tax Liens *

None

Yes

Rent or Own Business Location? *

Rent

Own

Monthly Rent / Mortgage (Business)

Landlord / Mortgage Holder Name

Landlord Phone

Equipment Financing Details

Equipment Description *

Vendor / Seller

Equipment Cost / Quote *

Condition

New

Used

If you have a quote or invoice from the vendor, upload it with your bank statements via the Dropbox link below.

Invoice Factoring Details

Monthly Invoiced Volume *

Average Invoice Size

Typical Payment Terms *

Current A/R Outstanding

Currently Factoring? *

No

Yes

Current Factor Name (if any)

Top Customers You Invoice * Example: ABC Logistics 40%, XYZ Retail Group 25%, Metro Construction 15%

Personal Information

Primary owner details and identification

First Name *

Last Name *

Email Address *

Phone Number *

Home Address *

City *

State *

ZIP Code *

Credit Score *

Ownership % *

SSN * ?

Date of Birth *

Do You Rent or Own? *

Rent

Own

Co-Owner on Application?

No

Yes

Co-Owner Information

First Name *

Last Name *

Email Address *

Phone Number *

Home Address *

City *

State *

ZIP Code *

Credit Score *

SSN *

Date of Birth *

Ownership % *

Revenue Breakdown

Monthly deposit and revenue composition

Credit Card Volume

Merchant Processor Who processes your card payments (if any)

Other Revenue

Business Bank Name *

Average Daily Balance

These figures help us understand your revenue composition for underwriting purposes.

Current Open Advances

Disclose any active merchant cash advances or business loans

#	Lender / Funder	Contract Amount / Balance	Payment Terms
1
2
3

Bank Statements

Upload the most recent 4 months of business bank statements

Upload Bank Statements via Dropbox

Upload all 4 months of business bank statements in one place.

PDF, JPG, or PNG accepted · No file size limit · No Dropbox account needed

Step 1

Click the button below

Opens Dropbox in a new tab

Step 2

Upload your statements

All 4 months at once

Step 3

Come back & continue

Then submit your application

Upload Bank Statements to Dropbox

How Did You Hear About Us?

Authorization & Signature

Review the consent agreement and sign below

Owner Signature *

Co-Owner Signature

I have read and agree to the authorization and consent terms above. I certify that the information provided is accurate to the best of my knowledge.

Clear Pro Consultant

Business Information

Personal Information

Revenue Breakdown

Current Open Advances

Bank Statements

Authorization & Signature

Ready to Submit?

Application Submitted!