New Client Application
Becoming a Mission West client opens the door to business loans, one-on-one consulting, and training. Start with a free client account and our team will guide you from there.
What You’ll Need
to Apply
Becoming a Mission West client starts with a free account in our online client portal. From there you can begin a loan application and upload the documents our loan team needs to review your request.
Have your business plan, recent financial statements, and two to three years of tax returns ready. Our loan team reviews every application and follows up to talk through your project and financing options. Pre-qualification is free, with no obligation.
Already a client? Sign in to the client portal to continue an application or check your status.
Application Steps
From a first conversation to funding, here is what the process looks like.
Pre-Qualification
Talk with our Senior Loan Program Manager, John Whitworth, to discuss your financing needs, review your business situation, and determine which loan products are the best fit.
Submit Your Application
Create a free client account and complete the loan application through the portal. You'll provide your business plan, financial statements, two to three years of tax returns, and other documentation as required.
Underwriting & Review
Our team reviews your application, credit history, collateral, and business projections. We may request additional documentation or a follow-up conversation during this stage.
Decision & Disbursement
Upon approval, we finalize loan terms, complete closing paperwork, and disburse funds. Approval decisions typically take 2 to 4 weeks from a completed application. Your loan officer stays in contact throughout the life of the loan.
Other Programs
Ready to Get
Started?
Create a free client account to begin your application, or reach out to John Whitworth to talk through your options first.
Questions before applying? Contact John Whitworth at john.whitworth@missionwestcdp.org or (406) 676-5911.