Four stages, no hidden switchbacks
You always know which stage the file is on, what is needed next, and who to ask.
Tell us about the business
Complete a short inquiry with basic business information so we understand where you are today.
Submit supporting information
Provide the documents needed for review. Your specialist confirms exactly what is required.
Review available options
A specialist explains any structures that may be available and what each one means in practice.
Choose your next step
Review the details at your own pace and decide whether the proposed solution fits your plans.
What may be requested
- Recent business bank statements
- Government-issued identification
- Basic business and ownership details
- Additional supporting documentation, if requested
How long it takes
Review times vary based on the application, requested documents, business profile, and the option under consideration. Once a file is reviewed, your specialist can share a realistic timeframe rather than an estimate made before anything is known.
Begin Stage OneSubmitting an application does not guarantee approval or funding. All capital solutions are subject to review, eligibility requirements, documentation, and final agreement terms. Summit Advance is not a bank.