Free Instant Tool · Updated July 2026

Instant Business Bank Statement Pre-Underwriter

Quick Answer

Enter four numbers from your last bank statement — gross deposits, average daily balance, month-end balance, and NSF count — and get an instant underwriting readiness grade (A through Risk Warning) with the specific reason behind it. This is an educational estimate, not a formal underwriting decision.

4
Inputs, instant result
A–Risk
Same tiers real underwriters use
$0
Free, no credit pull
0 sec
Wait time -- runs in your browser
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Underwriting Baseline

Business bank statements only (last 6 consecutive months) Must show a minimum $4,000+ ending balance each month
Definition

This tool grades your retained cash pattern, not your gross revenue — because that's what underwriters actually weight most heavily. Gross deposits show how much revenue passes through your account; average daily balance (ADB), month-end ending balance, and NSF count show how much cash the business actually keeps. See why gross revenue isn't enough for the full explanation.

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The Full Grading Rubric

The complete criteria the analyzer above applies — shown here as a static table so the full rubric is readable without running the calculator:

Underwriting readiness grade rubric -- gross deposits, ADB, ending balance, and NSF thresholds by grade (T.A.G. 2026)
Grade Gross Deposits Ending Balance ADB NSFs (90 days) Meaning
A — Prime Ready≥ $15,000≥ $4,000≥ $3,0000Strong approval potential; cushion easily supports daily/weekly ACH.
B — Standard Approval≥ $10,000≥ $4,000≥ $1,000≤ 1Moderate approval potential; a higher ADB would reduce factor rates.
C — High-Risk / Restructured≥ $10,000≥ $4,000< $1,000, or NSFs = 22 (or metrics below B)Meets the balance floor but thin ADB or NSF history may cause daily payment friction or shorter terms.
Risk Warning< $10,000< $4,000≥ 3Underwriting caution; explore cash-flow stabilization options first.

Baseline eligibility requires 6 consecutive months of business bank statements with a minimum $4,000+ ending balance each month. Evaluation order matters at the edges: Risk Warning conditions (gross < $10,000, ending balance < $4,000, or 3+ NSFs) are checked first and take priority over Grade C whenever both would technically apply — a sub-$4,000 ending balance is treated as a decline-level signal regardless of what the other numbers look like.

Why These Four Numbers

→ For the full underwriting formulas and worked examples, see how MCA underwriting works. To estimate a funding amount range (not a readiness grade), try the bank statement qualification estimator.

Frequently Asked Questions

What is a good average daily balance for MCA underwriting?

$500 is the baseline minimum most funders require to consider an application at all. $3,000 or more is generally treated as prime/lower-risk. Between those, expect standard (not best-tier) terms.

How many NSFs can I have and still qualify?

0 NSFs supports the strongest terms. 1 NSF in the review period is generally still standard approval. 2 NSFs typically moves an applicant to a higher-risk tier with more restrictive terms. 3 or more NSFs is a common decline threshold at many funders.

Is this tool a real underwriting decision?

No. This is an educational, instant self-assessment based on publicly stated industry underwriting patterns — it is not a formal underwriting decision, credit check, or offer. T.A.G. is a business capital broker connecting applicants to funding partners; actual approval, rate, and terms are determined by the funder's own full underwriting review.

Related Resources

Why Gross Revenue Isn't Enough How Lenders Read Bank Statements How MCA Underwriting Works Underwriting Prep Guide Funding Amount Estimator Funding With NSF History

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