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Lender Onboarding

Complete this profile so we can understand your credit parameters and deal preferences. We use this information exclusively to surface financing opportunities aligned with your institution’s appetite.

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Institution Details

Basic information about your organization and primary point of contact.

Institution Name(Required)

Lender Type(Required)

Current Status

Institution Website

Primary Contact Name

Primary Contact Email

Primary Contact Mobile

Deal Size & Financial Parameters

Define the capital range and borrower financial thresholds your institution targets.

Minimum Deal Size

Maximum Deal Size

Revenue Minimum

Revenue Maximum

EBITDA Requirement

Required

Preferred

Not Required

Minimum EBITDA

If applicable

Credit Box Preferences

Select the financing types, collateral structures, and recourse requirements that fall within your credit box.

Financing Types

Select all that apply

Collateral Preference

Select all that apply

Recourse Required

Yes

No

Situational

Investment Instrument

Select all that apply

Industries & Geographic Focus

Indicate the sectors and regions you actively target.

Preferred Industries

Select all that apply

Geographic Focus

Select all that apply

Process & Documentation Requirements

Let us know your typical review timeline and required documentation.

Typical Underwriting Turnaround

Under 1 Week

1-2 Weeks

3+ Weeks

Core Financials

Select all that apply

A/R, A/P & Cash Flow

Select all that apply

Collateral & Appraisals

Select all that apply

Acquisition & Growth Deals

Select all that apply

Real Estate

Select all that apply

Personal & Legal

Select all that apply

Additional Documentation Notes

Deal Submission Preferences

Specify how and to whom Bizi Connect should route deal opportunities.

Deal Review Contact Name

Deal Review Email

CC Email Addresses

Comma-separated

Preferred Package Format

Preferred Submission Method

Email

Phone Call First

Lender Portal

No Preference

Minimum Information Required to Review a Deal

Select all that apply

Routing Instructions or Additional Notes

Agreements & Notes

Bizi Connect executes a mutual NDA with all network lenders prior to sharing any deal details.

NDA Status

Additional Notes or Credit Box Nuances

Take the next step in your growth strategy. Submit a financing request to explore tailored capital solutions.

Business Financing

Asset-Based Lending
Working Capital Solutions
Equipment & Asset Financing
Bridge & Short-Term Financing
Acquisition & Growth Financing
Commercial Real Estate Financing
SBA & Government-Backed Loans
Bespoke & Structured Credit

Company

About Us
Careers
Contact Us
Become a Partner

HQ

85 Broad Street
New York, NY 10004

Hours of Operation

8am - 6pm Monday-Friday

Need support?

info@bizi.inc (833) 740-Bizi

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Business Financing
About Us
Careers
Become a Partner
Contact Us
Apply Now