Octopus Finance Client Intake Form

Client Intake Form

The requested information is required to submit loan requests to our lenders. We will only submit applications with your consent and knowledge. Completion of this intake form will allow Octopus Finance to be efficient during the loan application process so we ask that you complete the form in its entirety. Thank you and we look forward to helping your business grow!

Legal Business Name(Required)

Business Street Address, City, State, Zip Code(Required)

Street Address Address Line 2 City ZIP Code

Business Email Address(Required)

Email Address Confirm Email Address

Business Phone(Required)

State of Incorporation(Required)

Business Industry(Required)

Date Business Established(Required)

Tax ID number(Required)

Tell Us About Your Business

Is your business a franchise?(Required)

Yes

No

Does Your Business Operate Out Of Your Home?(Required)

Yes

No

Combined Fair Market Value of Business Assets(Required)

Average gross monthly revenue(Required)

Use of Proceeds

Reason for funding?(Required)

How much funding do you need?(Required)

When do you need funding?(Required)

Credit score?(Required)

Documentation

Upload Drivers License(Required)

Drop files here or

Max. file size: 50 MB.

Upload last 2 years tax returns(Required)

Drop files here or

Max. file size: 50 MB.

Upload last 3 months bank statements(Required)

Drop files here or

Max. file size: 50 MB.

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Client Intake Form

Client Intake Form

Tell Us About Your Business

Use of Proceeds

Tell Us About The Business Ownership

Documentation

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