Access forms, tools, and information to help you prepare for your financing application and stay ahead of the competition.
Required by most SBA lenders and many conventional lenders. Provides a complete picture of your personal financial position including assets, liabilities, and income sources.
Our comprehensive application covering all loan types — commercial mortgages, A/R financing, SBA, working capital, equipment, and more. Start the process online.
Start ApplicationSpecialized application for equipment purchases and sale/leaseback transactions. Covers purchase price, vendor details, condition, and leaseback goals.
Start ApplicationDetailed A/R application capturing your receivables overview, aging breakdown, customer type, and capital needs. Includes aged A/R and A/P document submission instructions.
Start ApplicationNTIB is a certified Xero advisor. Cloud-based accounting that gives you real-time visibility into your finances. Perfect for growing businesses.
Visit Xero →We also work with QuickBooks Online for bookkeeping and controller services. The most widely used small business accounting platform.
Visit QuickBooks →Verify broker and brokerage firm registrations, disclosures, and qualifications. Use to look up Umergence LLC, our registered broker-dealer.
Visit BrokerCheck →Don't have everything? Don't let that stop you from reaching out. Part of what we do is help you gather, organize, and present your financials in the best possible light before approaching any lender.