Getting started with Allied Financial is easy. We know that in business, time is money. That’s why Allied Financial is ready and prepared to move as quickly as you are. There are no lengthy applications to fill out and most of our clients are able to go from introduction to funding in only 5-10 business days.

Learn more about our easy 4-step process for getting a working capital line of credit that your business can use to replenish working capital and ease cash flow constraints in preparation for future growth and success.

Step 1: Initial Phone Call

If your business is looking for an alternative lending solution, the first step is to speak with a Business Development Officer at Allied Financial for an initial consultation. During this consultation, we like to get to know you and understand your business.

At Allied Financial Corporation, we are entrepreneurs financing entrepreneurs and know that all companies are unique and can’t always be drilled down into numbers in a spreadsheet. That’s why we like to take the time to get to know your company’s accomplishments, struggles, past history, and future plans in order to have a more complete picture of where you were, where you want to be, and how we can help you reach your goals.

Step 2: Submission of Basic Financial Packet

At or before our initial meeting, we will need to review some financial information in order to get a clear picture of your company’s current working capital needs.

We will ask you to submit a simple and easy financial packet that includes:

  • Current financial statement (Balance Sheet and Income Statement)
  • Year-end financial statement (Balance Sheet and Income Statement)
  • Personal financial statement (Download form here)
  • Current accounts receivable aging
  • 2 or 3 sample invoices
  • Current accounts payable aging

Step 3: Working Capital Credit Meeting/Proposal

Next, a meeting will be scheduled which typically takes place at the prospect’s location. This is an opportunity for Allied to fully understand and appreciate the company and its achievements. Simultaneously, this will give the prospect an opportunity to ask questions about our lending format.

It is most common for Allied to provide a detailed verbal proposal at the first meeting followed by a written proposal within 24 hours or less.

Step 4: Closing and Funding

Upon your acceptance of the written proposal, a closing will be scheduled. After everything has been signed, we will provide your business with a working capital line of credit that you can use to build your business toward growth and success in the future.

Contact Allied Financial Corporation to Get Started!

Let the dedicated and highly-experienced financial team at Allied Financial Corporation assist your company with an asset-based alternative funding solution customized to work for your business. Contact us today by filling out our online contact form or calling us at (770) 730-0101 to get started.