Complete the intake
Share the basic facts about your business, funding goal, financial picture, and available documents.
Prepare with purpose. Funding readiness for business owners.
369 Business Funding Readiness
Prepare a profile
providers can understand.
Business funding decisions can involve much more than a single score. This readiness pathway helps organize your request, financial information, documents, and questions before you pursue capital.
Protect your information.
The fillable application requests sensitive information. Save it securely, and call (770) 376-7341 to arrange submission. Do not send a completed application, Social Security number, tax returns, or bank statements through Facebook Messenger or unsecured email.
A structured first step
Move from a funding idea
to an organized request.
The process begins with information gathering and readiness—not repeated applications. You remain free to review any offer, ask questions, and decline terms that do not fit your business.
Review readiness
Identify missing information, documentation gaps, and questions that may matter before an application is presented.
Discuss possible paths
Review the types of funding that may fit the stated need and the provider requirements that may apply.
Choose next steps
Decide whether to prepare further, speak with a funding provider, or pursue another capital strategy.
The complete profile matters
What may be reviewed.
Requirements vary by funding provider and product. These are common readiness areas, not universal approval rules.
Business foundation
Entity structure, time in business, industry, business purpose, and the amount of capital being considered.
Financial picture
Revenue, average bank balance, cash-flow consistency, existing obligations, and the intended use of funds.
Credit factors
Business credit information and, when a provider requires it, relevant personal credit factors and inquiry history.
Documents
Bank statements, tax returns, formation documents, EIN confirmation, identification, and a current profit-and-loss statement.
Options depend on eligibility
Funding paths to discuss.
The application allows you to identify a preferred funding type or select “Not sure.” A provider’s underwriting criteria, pricing, documents, and final decision will control.
01SBA 7(a) loan exploration
02Working-capital options
03Business lines of credit
04Equipment financing
05Acquisition financing
06Provider-specific alternatives
Ready to begin?
Open the fillable
369 application.
The two-page application is branded for 369 Learning Tree and can be completed on a computer or mobile device that supports fillable PDFs.
Before you submit
- 1Complete every required field and review your answers.
- 2Save the completed PDF to a secure device or encrypted location.
- 3Call the team to confirm a secure submission method.
- 4Ask whether any credit review will be a soft or hard inquiry before authorizing it.
Important questions
Know before
you apply.
Does the application guarantee funding?+
No. Submitting information does not guarantee an approval, provider match, rate, term, limit, or funding timeline.
Will my credit be checked?+
The form includes authorization language for consumer and business credit information. Before signing or submitting, ask who may review your information and whether any inquiry would be soft or hard.
How should I submit sensitive documents?+
Call the team to arrange a secure method. Do not send a completed application, Social Security number, bank statements, identification, or tax returns through social media or unsecured email.
What should I prepare?+
Commonly requested items include business bank statements, tax returns, formation documents, an EIN letter, identification, and a current profit-and-loss statement. The applicable provider may request different or additional items.
Independent educational resources
Learn about loan preparation and provider matching directly from the U.S. Small Business Administration. Review sensitive-data practices in the Federal Trade Commission’s business guidance.