01
A modern funding form
The questions a file needs to fund — nothing that makes a merchant quit halfway.
03 · Portal
An apply flow merchants will finish.
The letter is only the first step. The portal is where statements land. We set up a modern funding form and upload path. The login stays in your name.
What lands on your desk
The deliverables, by name.
02
Statement upload built in
Bank statements attach in the same flow, so the file arrives complete.
03
Batch attribution
Every submission is tagged to the exact lead batch that produced it.
04
A login in your name
Built on Jotform, owned by you. Not a proprietary portal you can be locked out of.
How it runs
Three steps, start to file.
- 1
The merchant clicks apply
From the letter or the landing page, one link opens the portal.
- 2
Form filled, statements attached
A modern funding form with the upload in the same pass — no follow-up chase for documents.
- 3
The file lands, tagged
A complete application arrives in your inbox or CRM, attributed to its batch.
Who owns what
The fine print, printed large.
Yours, in writing
- The Jotform login is in your name — no proprietary portal
- Submissions go to your destination inbox or CRM
- If you ever leave, the form keeps working for you
Costs you pay directly
- Jotform, paid by you directly: $29–$49 / month
Choose from Launch, Growth, Accelerate, and Dominance — flat monthly plans with no per-file fees.
Asked at this desk
Before you send a file.
So you are not trapped. A proprietary portal makes leaving expensive on purpose. Jotform is a boring, reliable tool with a login in your name — the desk configures it, you own it.
Everything else lives on the FAQ page.
Ready to send
Bring the list. We handle the sending.
Inbox placement is seed-tested to major providers. If it drops below 90% after you are at full speed, those days are credited. How the promise works