Two people sitting at a wooden table with notebooks, folders, a laptop, and a smartphone during a meeting in a modern office.

FORMS TO HELP YOU GET STARTED

We want to make the process as simple as possible by providing you with the resources you need. Below are a variety of forms to help you become our Referral Partner and submit your deals.

Close-up of a black computer keyboard with blue keys.

SLIM CAPITAL FORMS

  • A document from SLIM CAPITAL outlining authorization and compliance terms for financial transactions.

    FULL BROKER PACKAGE

    Interested in becoming a broker partner with Slim Capital? This package can be filled out and sent to: stephanie@slimcapital.com.

    ACCESS FORM
  • Finance application form from Slim Capital with sections for applicant details, transaction summary, bank information, and equipment vendor info.

    FINANCIAL APPLICATION

    Applying for financing or need an a finance application to fill out? Use this form and submit it to: deals@slimcapital.com for approval.

    ACCESS FORM
  • A blank personal financial statement form from Slim Capital with sections for assets, liabilities, income sources, and attachments, ready to be filled out.

    FINANCIAL STATEMENT

    If your deal requires additional financial information this form can be used to send in with the finance application.

    ACCESS FORM
  • A company vehicle management form from Slim Capital, titled 'Facilities List', with columns for VIN number, hours, mileage, year, make, model, purchase date, purchase price, auction value, and amount owed, ready for data entry.

    FACILITIES LIST

    If you need to submit a list of current assets owned as part of the transaction, this form will help you with that.

    ACCESS FORM
  • Real estate worksheet form with columns for property details and financial information, from Slim Capital.

    REAL ESTATE WORKSHEET

    If you are securing your lease request with real estate you own this form can be submitted with your transaction.

    ACCESS FORM
  • Blank business or real estate debt schedule form with columns for creditor details, original amount, term, maturity, present balance, interest rate, monthly payment, pay history, collateral, and loan purpose, from SLIM CAPITAL.

    DEBT SCHEDULE

    Utilize this form to help you lay out your debt schedule to help construct a cash flow analysis.

    ACCESS FORM
  • Full disclosure form titled 'For new commercial credit applications' from SLIM Capital, with fields for applicant information, questions about funding sources, equipment delivery, vetting process, and signatures.

    BROKER DISCLOSURE FORM

    A concise summary of the broker's recent transaction activity, providing a snapshot of their experience, key deals, and relevant client interactions.

    ACCESS FORM
  • A startup business questionnaire form including sections for company and applicant details, experience, factors influencing the decision, daily operations, competition, current customer base, funding sources, equipment benefits, ownership funding, monthly costs, and terms and payments.

    STARTUP QUESTIONNAIRE

    A summary capturing the essential details of the startup through our questionnaire. It provides a quick snapshot of your business, highlighting key aspects, and aiding in tailoring our support to your specific needs.

    ACCESS FORM

  • CANNABIS QUESTIONNAIRE

    Please fill out this form if you are in the cannabis industry and seeking financing. Provide essential details to expedite the process and enhance your funding opportunities. Elevate your cannabis business with our specialized financing programs.

    ACCESS FORM

  • VEHICLE CONDITION REPORT

    Please provide detailed information about the current state of your vehicle, including its exterior, interior, and mechanical condition. Your thorough assessment will assist in facilitating transparent transactions.

    ACCESS FORM

  • TRAILER CONDITION REPORT

    Evaluate and document the condition of your trailer's exterior, interior, and mechanical components in this report.

    ACCESS FORM

  • USED EQUIPMENT CONDITION REPORT

    Please provide a detailed assessment of the current condition of the used equipment, and its functionality. Additionally, include a brief description of the equipment and its intended purpose. Your thorough evaluation will help ensure accurate representation and informed decision-making.

    ACCESS FORM

  • CREDIT REFERENCE FORM

    Use this form to submit credit references for individuals or businesses. Ensure all details are accurate before submission.

    ACCESS FORM

  • VENDOR ONBOARDING QUESTIONNAIRE

    Please complete the vendor onboarding questionnaire to provide important details about the vendor’s background. Your responses will help us build a more tailored partnership.

    ACCESS FORM
Two people sitting at a desk with laptops and notebooks, one person is writing in a notebook while the other is looking at a smartphone.
Abstract geometric composition with large blue and black rectangular shapes.

NOT SURE WHICH FORM TO USE

Contact us and we can help point you in the right direction. We are happy to help with whatever you need to get your business running smoothy and successfully!

GET FUNDING NOW
TALK TO AN EXPERT