Preliminary request
Tell us the amount, intended use, timing, business entity, revenue range, and preferred financing path. No SSN or bank-login credentials are requested.
How it works
A transparent path from request to closing.
The strongest financing process begins with organized facts, realistic expectations, and a clear separation between preliminary guidance and a capital provider’s final decision.
Opportunity preparation
A Greathouse specialist reviews the operating facts, confirms basic eligibility, and identifies the documents needed for the most relevant programs.
Program review
Qualified requests may be presented to suitable capital providers. Underwriting requirements, pricing, collateral, guarantees, and timelines vary.
Offer and decision
If a provider presents an offer, Greathouse helps clarify the structure so the business can make an informed decision. No offer is guaranteed.
Underwriting and closing
The selected capital provider verifies information, completes underwriting, and controls final approval and funding. Greathouse supports communication through closing.
What to prepare
Business information first.
- Legal business name and entity type
- Time in business and annual revenue range
- Requested amount and use of funds
- Recent business bank statements when securely requested
- Transaction-specific records for equipment or property
What not to send in chat
Protect sensitive information.
- Social Security numbers
- Bank-login credentials or passwords
- Full bank or routing numbers
- Payment-card information
- Identity documents outside a secure upload request