The Quillhaven Financial short form in Huntington, West Virginia asks for full name, phone, email, company name (optional), time in business, annual revenue range and requested amount range, and ends with a required consent box.
What Do Lenders Look For in Bank Statements From a Cabell County, WV Practice?
Bank statements show a partner how money actually moves through a practice: when insurer payments land, how large they are, how low the balance runs before payroll, and whether there are returned items or overdrafts. Three to six months is a common request.
Partners also look for other lenders' payments on the statements. Daily or weekly debits can reveal advances or loans not mentioned elsewhere, so list existing obligations up front.
Business Loan Documents Required After the First Quillhaven Call
- Recent business bank statements
- Last year's business tax return, plus the prior year if the partner asks
- This year's running profit and loss, with a current balance sheet
- For a practice, the claims aging report; for a shop or a kitchen, the card processor's statements
- A vendor quote, purchase agreement or contract for the purpose of the funds
- Every loan, lease or advance the business already carries
The reviewing partner picks from this list. Nothing on it goes through the short form.
Consent and Contact Choices on the Quillhaven Form
The form ends with a required consent box covering how you may be contacted. Read its wording before you check it. The phone number and email you enter are how Quillhaven or a partner reaches you about the request.
The privacy policy and the SMS terms explain how contact details are used and how to stop text messages.
What Happens After You Submit the Quillhaven Form
After you submit, the details reach Quillhaven, and the next step is a conversation by phone about the need. If a funding type fits and you want to go ahead, the request moves to a partner, who may ask for records.
Sending the form does not commit you to anything, and no offer is binding until you sign it.
By Quillhaven Financial ยท Updated

