How it works

Know what to expect.

Velocity’s process is designed to help business owners understand what is needed, what is being reviewed, and what comes next.

Initial discussion

Tell us about the business, amount, purpose, timing, and expected repayment source.

Application and consent

Provide business and ownership information and review the applicable notices.

Documents

Depending on the request, we may ask for bank statements, financials, receivables reports, contracts, invoices, or quotes.

Review

We evaluate identity, eligibility, cash flow, existing obligations, risk, and product fit.

Decision or next question

We may request clarification, explain that an option is unavailable, or present an available option.

Review the terms

Review proceeds, cost, payment frequency, duration, fees, prepayment treatment, security, guaranty, and defaults.

Final verification

Approved transactions remain subject to completed documents and final funding authorization.

Ongoing support

Keep information current and contact Velocity early about a material change or servicing concern.

Start with the business goal

What is your business planning next?

Begin the conversation →