Steps to Funding

 

Time Interval

STEP 1: Initial Interview

  • Business operations and financing needs discussion.
  • Current A/R Aging Report requested.
 

STEP 2: Proposal

  • Non-binding proposal prepared.
  • Proposal completed and sent along with the brief application form.
 

STEP 3: Underwriting

  • Capital Solutions checks credit on principals, company, and selected customers.
  • Preliminary UCC search (to determine existing liens) and filing.
 

STEP 4: Closing

  • Closing Documents sent by Fedex for your review and signature.
  • Notification letters mailed to the customers.
 

STEP 5: Funding

  • Funds are wired into your bank account;
    (prior payoff of outgoing lender, if any)

This timeframe, to a large degree, depends on how fast you can send us information (at our office, we work under the "same day turnaround" rule, i.e. information that comes in, is processed and out the same day).

If you're ready to take the first step in the process, make sure you ask the right questions and contact us for a brief initial conversation to discuss funding your invoices.

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What Our Clients Say

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The HUGE difference I found since we are working with you... is in the day-to-day life... Since Capital Solutions is funding us there is no "fear"... when I talk to a vendor or need to make payroll. You guys have also bent over backwards... to make it work for us. I really appreciate that.

Keri Gray
Energy Services

In our very first conversation I noticed that you not only understood our situation, but also the Oil & Gas trade. Capital Solutions has been an invaluable help... We have grown our business exponentially thanks to you. I can now probably qualify for a traditional line of credit (...but I'm not sure I want to).

Brenda and Mark Neufeld
B.N.M. Piloting Services