Finish your funding from your phone.
Your funder sends one link. It walks you through your details, your contract, your bank connection and your ID check, and it keeps your place if you stop.
Five steps. Your link shows only the ones your funding needs.
- 01
Your details
Name and home address as on your ID, plus the last 4 of your Social Security number and business Tax ID.
- 02
Confirm and sign
Enter the 6-digit code we send you, then read and sign your contract.
On SignNow - 03
Connect your bank
Log in to your business online banking so your account can be confirmed.
On Decision Logic - 04
Verify your identity
Take a photo of your ID with your phone or webcam.
On Persona - 05
Funding questions
A few questions about your business and this funding.
Have these handy
- Your business bank account numbers
- The last 4 of your business Tax ID (EIN)
- Your business online banking login
- A photo ID, like a driver's license
- The phone whose number is on your application
How to know a link is ours
Your link comes from your funder, by text or email, and its address starts with app.fundingcheckout.com.
The page shows your funder's name at the top. If it is not the funder you applied with, call your representative before you type anything.
There is no account to create and no password to remember. To pick up later, open the same link.
For funders and ISO partners
Each deal carries its own funder's name, logo and representative, routed from Salesforce. Your pipeline opens each step and moves on as the merchant finishes it.