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
6 still to upload
- Bank statements12 monthsMissing
- Driver's licenseFront and backMissing
- Tax returnsMost recent yearsMissing
- Voided checkBusiness accountMissing
- Profit & lossYear to dateMissing
- Debt scheduleIf applicableMissing
24–48h
From complete file
to underwriting
6–8
Documents in
a typical file
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
No standard list.
Just yours.
Every file is different. Two businesses asking for the same amount rarely need the same paperwork, so there is no packet to download and nothing to guess at. Your advisor requests exactly the documents your file needs, they land in your checklist as they come up, and you upload them once.
Built from your file
Your industry, your time in business, the product you're after and how you're being underwritten all change the ask. We assemble the list once we know those, not before.
Only what yours needs
You are never handed a generic packet to work through. If a document isn't on your checklist, we aren't asking for it — and you're not chasing paperwork that was never going to matter.
New asks come with a reason
If underwriting needs something else once your file is moving, it appears in your checklist with a note explaining why — never as a surprise phone call.
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.