Otterview Commercial Capital, a small-business funding service in Canton, Ohio, starts every request with a short form or a phone call. We match the need to a funding type and send it to partners who offer it; partners review and decide. Here is what the form asks, what happens next and which documents partners may request.
What the request form asks
Full name, phone, email and company name (optional), then three required picks: time in business, annual revenue range and requested amount range. A consent checkbox completes it. No Social Security number and no uploads at this stage.
After the form reaches Otterview
- We call to ask what the money pays for and how soon you need it.
- We suggest the funding types that fit and explain how each is repaid.
- With your go-ahead, the request goes to partners that offer that type.
- A partner reviews it and, if it makes an offer, sends its terms for you to read.
The how-it-works page covers each step in more detail.
Small business loan required documents
What documents do you need for a loan from a Stark County, OH partner? Not everything at once, but these are items partners may ask for:
- Recent months of business bank statements, every page
- Business tax returns, if filed, or a profit and loss statement
- Owner ID and the business's ownership details
- Quotes or invoices for equipment, stock or a project
- For working capital: a receivables aging list, if customers pay on terms
- For commercial loan requests tied to an acquisition: the purchase agreement
And how long does it take to get a small business loan this way? That depends on the partner and how complete these documents are; we do not quote dates in advance.
Disclosures
Please read the disclosures before sending a request. They explain how partners decide and what a merchant cash advance is.
By Otterview Commercial Capital · Updated
