Upload. Track.
Get funded.
Paperwork is the slow part. It doesn’t have to be.
The Vault is where your funding file lives. Upload documents once, watch the checklist close itself out, and send a complete file to underwriting in 24–48 hours — without a single “did you get my email?”
Your vault
Document checklist
4 still to upload
- Business bank statements6 monthsMissing
- Driver's licenseFront and backMissing
- Voided business checkBusiness accountMissing
- Debt scheduleIf applicableMissing
24–48h
From complete file
to underwriting
4
Documents
to get started
1
Place everything
lives
0
Files lost in
email threads
How it works
Three steps.
Then it runs itself.
You do the uploading. The Vault does the chasing, sorting and status updates your advisor would otherwise call you about.
Upload
Drag files in or upload by category. The Vault sorts them where they belong, so nothing gets renamed, re-sent, or lost.
Track
A live checklist shows what's in, what's missing, and what's been approved. No calls to ask where things stand.
Submit
When the file is complete, submit once. It goes straight to underwriting with everything attached.
What you need
Four documents.
That’s the ask.
Gather these and your file is ready to move. If underwriting needs anything else, it appears in your checklist with a note explaining why — never as a surprise phone call.
- 6 months of business bank statementsEvery business account
- Driver's licenseFront and back
- Voided business checkMatching the business account
- Debt scheduleOnly if you carry business debt
Encrypted storage, access you control, and nothing leaves your vault without your say-so.
I Know Someone Club
Know a business owner who needs funding?
That’s $500 to you.
Share your referral link. When someone you send us gets funded, you pick a $500 gift card. Free to join, no limit on referrals.
Ready to get things moving?
Apply and an advisor sets up your vault the same day. Already have one? Pick up exactly where your checklist left off.