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How our process works

For a Client

The process of becoming a new client at KatalystFP is relatively simple.

  • To start the process submit a package consisting of the following: KatalystFP application, 6 months of bank statements and 6 months of electronic payment statements (e.g. credit card processing statements, Care Credit Statements)
  • Once received, all the data is entered into our funding calculator and an array of options are generated.  Within 24 hours you will be contacted and presented a few non-binding offers.
  • When you select an option that works for your business, we will request information to verify the data submitted in your application.  This information is critical and should be easily accessible to you.  Underwriting cannot begin until all verification information has been submitted.  Full underwriting typically takes 3-10 business days depending on the size and complexity of the business.
  • Once all verification information has been completed, KatalystFP will contact the client to move forward to closing.  Depending on the structure of the transaction, funding can occur as quickly as 3 business days.

If you have any questions or need any help starting the process feel free to fill out the form or email us a  If you would prefer to talk to a real person call us at 1-855-528-3700

For An Agent

The best way to begin your process of becoming an agent or helping your clients is to contact Scott Perroncino our Director of Business Development.

Scott will determine if you are better suited to being a Referral Agent or Full Agent.

Referral Agents – Referral Agents prefer to pass on contact name and information of a client who may be interested in financing.  Referral Agents do not sell the deal to the client and are not involved in the information exchange between KatalystFP and the client- KatalystFP does all the work.  These relationships are suited to brokers and service providers who are trying to help a customer but do not have the time or ability to do work associated with closing a transaction.

Full Agents – Fully Agents (if deemed qualified by having experience selling in this industry) are required to conduct all client contact and submit full client packages including signed application, statements and all verification materials required to close a transaction. Full agents handle all client communications during the process of quoting, underwriting and closing.  Agents may want to start as referral agents and graduate to full agents if they feel they would like to commit the time required.

In order to become an agent submit your contact information or contact Scott Perroncino at 1-855-528-3700 to find out more about what we can do together.