U.S.A. Canada
Backed by a network of funding partners nationwide · T.A.G. is a broker, not a direct lender

Underwriting Baseline

Business bank statements only. At least 4 recent consecutive months, 6 preferred No account balance minimum on our side. The funding provider reviews your cash flow and makes that call
Step 1 of 10 Funding Request

How much funding do you need?

We'll use this to give you a preliminary sense of what you may qualify for.

Please enter the amount you're requesting
Prior Cash Advance
Please enter your average monthly deposits

Tell us about your business

This information is used on your official funding application.

Please enter a valid EIN (XX-XXXXXXX)
Business phone is required
Contact name is required
A valid email is required
Required
Required
Required
Required

Where is your business located?

Your primary business address.

Street address is required
City is required
State is required
A valid ZIP code is required

Ownership & contact information

Details for the primary owner of the business.

Owner name is required
Owner phone is required
Home address is required
Required
Required
A valid ZIP code is required
Date of birth is required
Title is required
🔒 Submitted over an encrypted connection. This is a soft credit check only — it does not affect your credit score.
A valid Social Security Number is required
Must be at least 67% — if ownership is split below that, additional owners require a separate application
Enter a value between 67 and 100

Business details

Helps our funding partners understand your business type.

Entity Type required
Please select an entity type
Merchant / Industry Type required
Please select a merchant type

What will the funding be used for?

Optional, but it helps us match you with the right funding partners.

A couple of required disclosures

We need your consent to move forward with your application.

Please check this box to continue
Credit Report Authorization. I authorize T.A.G. Business Funding and its funding partners to receive credit reports and other information to verify the information provided in this application.
Please check this box to continue

Review your application

Please confirm everything below is accurate before signing.

Sign your application

Please read the certification below carefully.

T.A.G. Business Funding Authorization

Please type your full legal name
Draw your signature above — typing your name here is not accepted.
Please draw your signature before continuing
Please confirm you agree before continuing

Upload your documents

Last step. Once everything below is complete, you can submit your funding package.

PDF is preferred, but photos (JPG, PNG, HEIC) are accepted — we'll convert them to PDF automatically. 🔒 Everything is uploaded over an encrypted connection through this portal. No upfront fee to apply. Please don't email sensitive documents (ID, bank statements, voided checks) unless we've specifically directed you to a secure process.

Download the Underwriting Readiness Guide (PDF) ↓ — a printable reference for what's needed here.

1

Application Signed

2

Business Bank Statements required, at least 4 (6 preferred)

Upload BUSINESS bank statements for the business applying for funding. Personal bank statements cannot be used for the initial funding review.

A payment processor sales report or a customer invoice is not a bank statement.

Take a photo if that's easier, and we'll securely convert it to PDF. A bank-issued PDF is best when you have one.

Drag & drop up to 6 PDF or photo bank statements here, or click to choose files
    3

    Final Submission

    You can submit now even if something above is still missing — our team will follow up to collect anything outstanding.

    Additional Documents (Requested After Approval)

    Not needed yet — we'll ask for these only after your file is approved. You're welcome to upload them now if you already have them handy.

    Driver's License / State ID

    Front and back, please.

    Voided Business Check

    This confirms your business bank account for direct deposit.