Pre-Audit Consulting Intake Form

NobilisLink — Pre-Audit Qualification Rolodex

Interactive pre-audit checks to prepare clients for NBC Capital programs. Progress saves automatically.

📊 Creditworthiness Review

What we check: Credit score, payment history, debt-to-revenue ratio.

Why it matters: Ensures realistic funding options that match NBC underwriting thresholds.

📂 Documentation Check

What we check: EIN, 6 months bank statements, tax returns (6 months–3 years), prior year & YTD financials.

Why it matters: Complete files reduce delays and improve underwriting confidence with NBC.

💡 Funding Type Alignment

What we check: Best NBC product fit — SBA, MCA, Equipment Finance, Line of Credit, etc.

Why it matters: Matching product to need improves terms and approval likelihood in NBC's marketplace.

⚖️ Risk & Compliance Screening

What we check: Industry risk flags, regulatory issues, fraud indicators.

Why it matters: Proactive screening reduces referral rejection and speeds NBC's processing.

Innovation

Fresh, creative solutions.

Integrity

Honesty and transparency.

Excellence

Top-notch services.

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