HOW IT WORKS
A focused path from first review to lender introduction.
Start with a short preliminary form. TriPoint assesses whether the opportunity may fit its referral process, requests financial information securely from viable prospects, and introduces qualified files to a lender for independent evaluation.
Tell us about the business.
Complete the short public form with basic business, revenue, financing purpose, and contact details. Do not send tax returns, bank statements, P&Ls, or account numbers at this stage.
TriPoint evaluates the opportunity.
We review the initial facts and may ask clarifying questions. If the business appears viable for a referral, we request financial information through a secure channel specified in our direct communication.
Qualified files reach a lender.
When a referral is appropriate, TriPoint introduces the qualified file to an SBA lender. That lender controls packaging, underwriting, credit decisions, terms, and closing. A referral is not an approval or commitment.
Start with a preliminary review.