Latest News & Insights
13OctoberBusiness Funding- Susy Roberts
Did You Know? More Business Funding Applications Are Not Always the Answer
When a funding request falls short, the instinct is to apply somewhere else. Learn why more applications rarely fix the underlying issue, what a scattered approach can cost, and the five-step sequence that tends to work better.
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12OctoberWhite Label Partner Program- Susy Roberts
Tax Professionals: Your Clients Already Ask You About Business Funding
Business clients bring funding questions to their tax professional long before they talk to a lender. See how CPAs, enrolled agents, and tax preparers can add a business-funding service line under their own brand, and what to check first.
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11OctoberBusiness Funding- Susy Roberts
Did You Know? Your Bank Statements Can Tell an Underwriter More Than Your Revenue Alone
Revenue shows how much came in. Your bank statements can show what happened next. Learn what underwriters may read in deposits, balances, overdrafts, and recurring payments, and how to prepare your account before a funding request.
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10OctoberFundability- Susy Roberts
Did You Know? A Business Can Have Strong Revenue and Still Have Weak Fundability
Revenue matters, but it answers only one of the questions a funding source may ask. Learn why a business with strong sales can still show weak fundability, the patterns behind it, and what to review before you lead with your top line.
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9OctoberCredit & Funding- Susy Roberts
Did You Know? High Credit Card Utilization Can Affect More Than Your Credit Score
Paying on time is only part of the story. Credit card utilization can shape how a funding source reads your capacity, cash flow, and reliance on revolving debt. Learn what utilization measures, why closing cards can backfire, and what to review before you seek capital.
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8OctoberBusiness Credit- Susy Roberts
Did You Know? Forming an LLC Does Not Automatically Build Business Credit
Filing an LLC and getting an EIN makes your business official, but neither one creates a business-credit profile. Learn where business credit actually comes from, what formation does and does not do, and the practical steps to take after you form the company.
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7OctoberFunding Readiness- Susy Roberts
Did You Know? A High Personal Credit Score Does Not Automatically Make Your Business Funding-Ready
A strong personal credit score is an asset, but it was never designed to describe a business. Learn what else funding sources may evaluate, from revenue and banking activity to documentation and product fit, and how to see where your business actually stands.
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7OctoberBusiness Funding- Susy Roberts
Denied for Business Funding? 7 Things to Fix Before You Apply Again
A funding decline can reveal gaps in credit, cash flow, documentation or capital strategy. Explore seven areas to review before applying again—and how to take a more informed next step.
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6OctoberWhite Label Partner Program- Host Admin
Mortgage Rates Above 7%: How Loan Officers and Realtors Can Add Business Funding
With the 30-year fixed rate at 7.28% and mortgage applications falling, loan officers and Realtors are feeling it in their pipelines. Here is what the latest data shows, and how adding business funding and commercial finance gives the client relationships you already have another lane.
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