Pre-qualification: Fill out a brief questionnaire to instantly see what LoanBox financing options are available to you. This initial screening step checks for base level eligibility for a combination of factors and criteria.

Loan Package: Within the LoanBox portal, you answer targeted questions and upload financial documents (e.g., tax returns, balance sheets, P&L statements). Our system compiles these into a comprehensive package.

Lender Matching: LoanBox’s algorithms analyze your package to identify lenders whose criteria align with your loan package details.

Lender Selection: Choose one or multiple lenders you match with to review your package and submit proposals, all within our secure platform.

Receive Proposals: Lenders securely access your package and submit standardized proposals, allowing easy comparison of terms, rates, and requirements.

Select Lender: Accept a proposal with a simple e-signature, initiating the next steps with your chosen lender.