Use the website’s What you will need page as a preparation checklist. The exact documents and date ranges depend on the product and lender; follow the requests shown in your real application.
Prepare the core information
Gather business bank statements, tax returns, current financial statements, a debt schedule, ownership details and entity documents. Some products ask for additional items, such as equipment quotes or invoices. Do not assume every item applies to every application.
Open the real application portal
Choose Apply on BusinessLoanBroker.ai, then create an account or log in. The screenshot shows the portal entry, not a document-upload screen.
Document quality and missing items
The website recommends PDF exports and clear, readable files. Keep pages and requested periods complete. You can begin before gathering everything, then use the portal’s outstanding requests to identify what is missing. Ask support about a specific request rather than guessing or substituting an unrelated document.
Where to send documents
Follow the secure document request in your application. Do not put bank statements, identity documents or tax returns into the public MCP sandbox or website support chat. The public sandbox uses fictional data and simulated extraction.