Tell Us What You Are Trying to Fund
You do not need to write a financing memo to contact NBF. Tell us what the business is trying to do, roughly how much money would solve it, when the money is needed, and whether a real deadline is driving the request—a purchase, contract, payroll date, inventory order, or closing.
You do not need to know the exact product before you contact NBF.
If the money is for inventory, equipment, a contract, expansion, debt restructuring, or an acquisition, say so. If existing debt is part of the problem, include the payment pattern too. Daily or weekly withdrawals, large card balances, equipment payments, liens, or a recent financing event can change what the business can carry and what another provider may consider.
Specifics save time. A new funding request needs different follow-up from an existing client's payoff, document, servicing issue, provider communication, or question about a prior transaction. Say what happened and what you need next so the message can reach the right part of the process.
You do not need to write a financing memo to contact NBF. Use the Funding Quiz when you are ready to give NBF the basic facts and narrow the next step. Use the Funding Quiz to share the purpose, amount, timing, and the basic facts about the business.
Share the facts you know today; we can identify what is still missing.
Use the Funding Quiz when you are ready to give NBF the basic facts and narrow the next step. NBF can organize the request, while the applicable provider makes the final approval, pricing, and term decisions.
Do not send sensitive information through an unprotected channel when a secure form or requested document process is available. Do not send more personal or sensitive information than the process actually requests through the approved channel. The first conversation should establish what is needed next rather than asking the owner to guess which documents or data a provider might eventually require.
If you are already working with an NBF representative or funding specialist, use the contact method they provided so your follow-up stays connected to the existing request. Give the next person something specific to respond to: what changed, what is due, what document is missing, or what decision you are waiting on.
For provider-specific documents or decisions, follow the provider’s required process.
NBF can organize the request; the provider still makes the credit decision.
NBF can help organize the request, compare financing options, and prepare the next step. Independent providers make the final approval, pricing, and term decisions.
No contact channel changes that provider review boundary.
I am not sure what type of financing I need. Can I still contact NBF?
Yes. Start with what the business is trying to accomplish, approximately how much money would solve the need, and when the money is needed. You do not need to choose the financing product first.
What information should I include with a new funding request?
Explain the business purpose, approximate amount, timing, how long the company has operated, and any current financing that affects cash flow. If a purchase, contract, payroll date, inventory order, or closing creates the deadline, include that too.
I already have an open request. How should I follow up?
Use the contact method your NBF representative or funding specialist provided so the message stays connected to the existing request. State what changed, what document is missing, what is due, or which decision you are waiting on.
Should I send personal or sensitive documents in my first message?
Do not send more sensitive information than the process requests, and use the approved secure method when documents are needed. The first contact should establish what information is required next rather than asking you to guess.
Can NBF approve my financing when I contact you?
No. NBF can help organize the request and compare possible financing paths. Independent providers make the final approval, pricing, and term decisions. ---
Give NBF enough context to make the next response useful.
Use the Funding Quiz to share the purpose, amount, timing, and the basic facts about the business.