How to Upload Financial Files

Please read the instructions below on how to upload financials:

  1. Select Loan Type
  2. Complete all form (s) based on the loan type
  3. Upload forms use this secure link*
  4. Upon receipt of all required forms, prospective lenders will review documents and advise interest level
  5. Once the match is made, the lender will contact borrower directly to proceed with the loan application process
  6. When no match is made, BlissFinance will furnish an action plan to improve the financial conditions of the borrower(s)

Required Forms for Lender Matching Service

For Personal 

For Existing Business ( > 2 years)

For Start-Up Business ( < 2 years)

Please Contact [email protected] for questions. Thank you.

* Secure File Link provided by Citrix ShareFile