General

Application Process

• Loan Forgiveness - Sole Proprietors

Requesting Documents

• Third Party Payoff
• Requesting Documents

Responsible Lending

• Adding an Authorized User
• Partnership
• Our Commitment to Responsible Lending

Providing Updated Bank Data

• Adding an External Account - Troubleshooting Guide
• How to Change Your Primary Bank Account
• Updating Your Financial Information
• Bank Connection Overview
• Establishing a Connection with Another Bank
• Manually Uploading Bank Statements

Troubleshooting

• Turn Off Pop Up Blockers
• General Troubleshooting
• Bank Connection Troubleshooting
• Freshbooks
• QuickBooks Desktop Setup
• QuickBooks Online

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