Funding Application — Saltwater Advisory Group

Business information

Tell us about the entity that will hold the financing.

Legal business name *

Required.

DBA / trade name (if any)

EIN / Tax ID *

Enter your 9-digit EIN.

Entity type *

Required.

State of formation *

Required.

Date established

Business address

Street *

Required.

Suite / Unit

City *

Required.

State *

Required.

ZIP *

Required.

The request

Industry / NAICS

Avg. monthly revenue *

Required.

Amount requested *

Required.

Use of funds *

Required.

Ownership & contact

Details for the principal owner. Additional owners at 20%+ will be added at signing.

Full legal name *

Required.

Title / position *

Required.

Ownership % *

Required.

Mobile phone *

Required.

Email *

Enter a valid email.

Home address

Street *

Required.

Apt / Unit

City *

Required.

State *

Required.

ZIP *

Required.

Years there

Citizenship status

Collected to determine eligibility for SBA programs.

U.S. Citizen Lawful Permanent Resident Other

Please select one.

Your SSN and date of birth are not collected on this form. A Saltwater principal will call you to take them directly, and transmit them to the funding source through a secure channel. We will never ask you to send them by email or text.

Existing business debt

List every outstanding position. Leave rows blank if they don't apply.

Type	Lender / funder	Original	Balance	Payment	Frequency

Disclosures

Has the business or any principal filed for bankruptcy in the last 7 years? *

Required.

Is the business currently delinquent on any federal debt or tax obligation? *

Required.

If you answered yes to either, please explain

Required documents

Check what you can provide. We'll email a secure upload link — don't send these by regular email.

The EIN letter is the one that stalls files. It must show your EIN and legal entity name exactly as entered in Step 1. If you can't find your original CP 575, call the IRS Business line and request a 147C letter — they'll issue a replacement.

Review & submit

Check everything below, then authorize and sign.

Authorization

Electronic records and signature

You agree to receive records and to sign this application electronically. Your electronic signature has the same legal effect as a handwritten one. You may request a paper copy of any record at no charge, and you may withdraw consent to electronic records by contacting us — withdrawal does not affect the validity of records already signed. To sign and receive records electronically you need a device with a current browser and an email address you can access.

Accuracy of information

You certify that the information in this application is true and complete, that you are authorized to sign on behalf of the business named in Step 1, and that you own the percentage of the business stated in Step 2. You will notify us promptly if any of it changes.

Credit and information authorization

You authorize Saltwater Advisory Group LLC and any funding source it submits this application to, to obtain business and personal credit reports, verify bank and financial information, and verify any information in this application, both now and on an ongoing basis while a request or account is open. You authorize Saltwater to share this application and supporting documents with prospective funding sources for the purpose of obtaining financing on your behalf.

No offer of financing

This application is not an offer, commitment, or guarantee of financing. Any offer will be presented separately in writing with its own terms.

Fees

Saltwater does not charge an application fee. Any advisory or brokerage fee will be disclosed in writing before you accept an offer.

RequiredI have read and agree to the terms above, including the credit and information authorization, and I intend to sign this application electronically. OptionalYou agree that Saltwater Advisory Group LLC may contact you by phone at the number you provided — including by autodialed or prerecorded calls — about your application and other financing options. Consent is not a condition of any financing or service. Calling frequency varies. OptionalBy checking this box, I consent to receive non-marketing text messages from Saltwater Advisory Group LLC about my application status, document requests, and funding updates. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out. OptionalBy checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Saltwater Advisory Group LLC at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Text-message consent is not required to apply. See our Privacy Notice and Terms & Conditions.

Signature

Type your full legal name *

Required.

Draw your signature *

× Sign above

Please draw your signature.

What happens next

Submitting sends your signed application to a Saltwater principal. We'll call you to collect the remaining underwriting items — including your Social Security number and date of birth — and to send you a secure link for your documents. This application is not an offer or commitment of financing.

Business information

Ownership & contact

Existing business debt

Required documents

Review & submit

Electronic records and signature

Accuracy of information

Credit and information authorization

No offer of financing

Fees

Application received and signed.