FREQUENTLY ASKED QUESTIONS

Straight answers before the review.

Understand TriPoint’s referral role, lender fit, Preferred Lenders, credit review, and secure document handling before starting a preliminary conversation.

Are you a lender?

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Why TriPoint rather than applying directly to a bank?

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What is an SBA Preferred Lender?

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Does a conversation mean I’m approved?

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What about credit review?

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How should I provide financial documents?

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Start with a preliminary review.