ISO Application

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An ISO application provides key information about a business applying for funding. Applicants may complete this form themselves, or their broker may complete it on their behalf.

To use the Upload PDF endpoint for this document, you must use ISO_APP in the form_type parameter. To learn more about how we process ISO applications, click here.

Field descriptions

The following fields are available on this document type:

JSON attribute	Data type	Description
`iso_app-Part1-General:brokerName`	Text	Broker Name
`iso_app-Part1-General:applicationHandwrittenOrTyped`	`HANDWRITTEN` `TYPED`	Application Handwritten Or Typed
`iso_app-Part1-General:applicationSignedByOwner1?`	`SIGNED` `NOT SIGNED`	Application Signed by Owner 1?
`iso_app-Part1-General:dateOfSignatureByOwner1`	Date	Date of Signature by Owner 1
`iso_app-Part1-General:applicationSignedByOwner2?`	`SIGNED` `NOT SIGNED`	Application Signed by Owner 2?
`iso_app-Part1-General:dateOfSignatureByOwner2`	Date	Date of Signature by Owner 2
`iso_app-Part1-General:currentDate(IfDateOfSignatureIsNotAvailable)`	Date	Current Date
`iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine1`	Text	Mailing Address Line 1
`iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine2`	Text	Mailing Address Line 2
`iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:city`	Text	City
`iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:state`	Text	State
`iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:zip`	Text	Zip
`iso_app-Part2-BusinessInfo:companyLegalBusinessName`	Text	Company Legal Business Name
`iso_app-Part2-BusinessInfo:dba`	Text	DBA
`iso_app-Part2-BusinessInfo:businessStartDate`	Date	Business Start Date
`iso_app-Part2-BusinessInfo:companyFederalTaxId`	Text	Company Federal Tax ID
`iso_app-Part2-BusinessInfo:typeOfBusinessEntity`	`SOLE PROPRIETORSHIP` `GENERAL PARTNERSHIP` `LIMITED PARTNERSHIP` `LIMITED LIABILITY PARTNERSHIP (LLP)` `LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP)` `CORPORATION (CORP)` `S-CORP` `C-CORP` `INCORPORATED (INC)` `NONPROFIT CORPORATION` `LIMITED LIABILITY COMPANY (LLC)` `TRUST` `ASSOCIATION` `JOINT VENTURE` `MUNICIPALITY`	Type Of Business Entity
`iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1`	Text	Company Physical Address
`iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2`	Text	Company Physical Address
`iso_app-Part2-BusinessInfo:companyPhysicalAddress:city`	Text	Company Physical Address
`iso_app-Part2-BusinessInfo:companyPhysicalAddress:state`	Text	Company Physical Address
`iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip`	Text	Company Physical Address
`iso_app-Part2-BusinessInfo:companyPhoneNumber`	Text	Company Phone Number
`iso_app-Part2-BusinessInfo:companyWebsite`	Text	Company Website
`iso_app-Part2-BusinessInfo:companyEmail`	Text	Company Email
`iso_app-Part2-BusinessInfo:industryType`	Text	Industry Type
`iso_app-Part2-BusinessInfo:naics`	Text	NAICS
`iso_app-Part2-BusinessInfo:sicCode`	Text	SIC Code
`iso_app-Part3-FundingInfo:annualRevenue(GrossSales)`	Money	Annual Revenue (Gross Sales)
`iso_app-Part3-FundingInfo:monthlyRevenue(Average)`	Money	Monthly Revenue (Average)
`iso_app-Part3-FundingInfo:amountRequested`	Money	Amount Requested
`iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds`	Text	Loan Purpose / Use Of Proceeds
`iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanInfoProvided?`	`YES` `NO`	Is Loan Information Provided?
`iso_app-Part3-FundingInfo:current/Remaining/OutstandingBalance`	Money	Outstanding Balance
`iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanLenderName`	Text	Lender Name
`iso_app-Part4-Owner1Info:firstName`	Text	First Name
`iso_app-Part4-Owner1Info:lastName`	Text	Last Name
`iso_app-Part4-Owner1Info:ownershipPercentage`	percentage	Ownership Percentage
`iso_app-Part4-Owner1Info:homeAddress:addressLine1`	Text	Home Address
`iso_app-Part4-Owner1Info:homeAddress:addressLine2`	Text	Home Address
`iso_app-Part4-Owner1Info:homeAddress:city`	Text	Home Address
`iso_app-Part4-Owner1Info:homeAddress:state`	Text	Home Address
`iso_app-Part4-Owner1Info:homeAddress:zip`	Text	Home Address
`iso_app-Part4-Owner1Info:mobilePhone`	Text	Mobile Phone
`iso_app-Part4-Owner1Info:homePhone`	Text	Home Phone
`iso_app-Part4-Owner1Info:emailAddress`	Text	Email Address
`iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)`	Text	Social Security Number (SSN)
`iso_app-Part4-Owner1Info:dateOfBirth(Dob)`	Date	Date of Birth (DOB)
`iso_app-Part5-Owner2Info:firstName`	Text	First Name
`iso_app-Part5-Owner2Info:lastName`	Text	Last Name
`iso_app-Part5-Owner2Info:ownershipPercentage`	Percentage	Ownership Percentage
`iso_app-Part5-Owner2Info:homeAddress:addressLine1`	Text	Home Address
`iso_app-Part5-Owner2Info:homeAddress:addressLine2`	Text	Home Address
`iso_app-Part5-Owner2Info:homeAddress:city`	Text	Home Address
`iso_app-Part5-Owner2Info:homeAddress:state`	Text	Home Address
`iso_app-Part5-Owner2Info:homeAddress:zip`	Text	Home Address
`iso_app-Part5-Owner2Info:mobilePhone`	Text	Mobile Phone
`iso_app-Part5-Owner2Info:homePhone`	Text	Home Phone
`iso_app-Part5-Owner2Info:emailAddress`	Text	Email Address
`iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn)`	Text	Social Security Number (SSN)
`iso_app-Part5-Owner2Info:dateOfBirth(Dob)`	Date	Date of Birth (DOB)

Sample document

Sample JSON result

{
    "status": 200,
    "response": {
        "pk": 30723504,
        "uuid": "4bbc3d5e-0020-4dd3-a4fb-4a32d71344a1",
        "name": "ISO app",
        "created": "2023-03-15T14:11:09Z",
        "created_ts": "2023-03-15T14:11:09Z",
        "verified_pages_count": 1,
        "book_status": "ACTIVE",
        "id": 30723504,
        "forms": [
            {
                "pk": 45010181,
                "uuid": "08df74cf-cf88-45a1-a7a1-9d090973933f",
                "uploaded_doc_pk": 52915466,
                "form_type": "ISO_APP",
                "raw_fields": {
                    "iso_app-Part2-BusinessInfo:dba": {
                        "value": "ABC SAMPLE CORPORATION",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:brokerName": {
                        "value": "SBG FUNDING",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:naics": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:lastName": {
                        "value": "SAMPLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "validation_error": "Owner 1 Last Name should not be equal to Owner 2 Last Name. User should review."
                    },
                    "iso_app-Part5-Owner2Info:lastName": {
                        "value": "SAMPLE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanLenderName": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:firstName": {
                        "value": "JOHN",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homePhone": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:firstName": {
                        "value": "DAVID",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homePhone": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:mobilePhone": {
                        "value": "411-444-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "irregular_datatype": true,
                        "type_validation_error": "Invalid phone number.",
                        "validation_error": "Owner 1 Mobile Phone should not be equal to Owner 2 Mobile Phone. User should review."
                    },
                    "iso_app-Part5-Owner2Info:mobilePhone": {
                        "value": "411-555-5555",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "irregular_datatype": true,
                        "type_validation_error": "Invalid phone number.",
                        "validation_error": "Owner 2 Mobile Phone should not be equal to Company Phone Number. User should review."
                    },
                    "iso_app-Part4-Owner1Info:emailAddress": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:emailAddress": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyEmail": {
                        "value": "[email protected]",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:industryType": {
                        "value": "MANUFACTURING",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:zip": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:zip": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyWebsite": {
                        "value": "WWW.ABCSAMPLE.COM",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:amountRequested": {
                        "value": "70000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:dateOfBirth(Dob)": {
                        "value": "04/01/1991",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:city": {
                        "value": "ANYCITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:dateOfBirth(Dob)": {
                        "value": "04/02/1991",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:city": {
                        "value": "ANYCITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:businessStartDate": {
                        "value": "01/01/2019",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:ownershipPercentage": {
                        "value": "75%",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:ownershipPercentage": {
                        "value": "25%",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:dateOfSignatureByOwner1": {
                        "value": "07/07/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:dateOfSignatureByOwner2": {
                        "value": "07/07/2022",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhoneNumber": {
                        "value": "222-444-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "irregular_datatype": true,
                        "type_validation_error": "Invalid phone number."
                    },
                    "iso_app-Part2-BusinessInfo:companyFederalTaxId": {
                        "value": "12-3456789",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:typeOfBusinessEntity": {
                        "value": "CORPORATION (CORP)",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:applicationSignedByOwner1?": {
                        "value": "SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:applicationSignedByOwner2?": {
                        "value": "SIGNED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part1-General:currentDate(IfDateOfSignatureIsNotAvailable)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:monthlyRevenue(Average)": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine1": {
                        "value": "123 SAMPLE AVENUE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:homeAddress:addressLine2": {
                        "value": "FL 1",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "validation_error": "Owner 1 Address Line 2 should not be equal to Owner 2 Address Line 2. User should review."
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:addressLine1": {
                        "value": "111 SAMPLE AVENUE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part5-Owner2Info:homeAddress:addressLine2": {
                        "value": "FL 1",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part4-Owner1Info:socialSecurityNumber(Ssn)": {
                        "value": "222-111-4444",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "irregular_datatype": true,
                        "type_validation_error": "Invalid social security.",
                        "validation_error": "Owner 1 SSN should not be equal to Owner 2 SSN. User should review."
                    },
                    "iso_app-Part5-Owner2Info:socialSecurityNumber(Ssn)": {
                        "value": "222-122-1111",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf",
                        "irregular_datatype": true,
                        "type_validation_error": "Invalid social security.",
                        "validation_error": "Owner 2 SSN should not be equal to Company Federal Tax ID. User should review."
                    },
                    "iso_app-Part1-General:applicationHandwrittenOrTyped": {
                        "value": "TYPED",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyLegalBusinessName": {
                        "value": "ABC SAMPLE CORPORATION",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:annualRevenue(GrossSales)": {
                        "value": "100000.00",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:loanPurpose/UseOfProceeds": {
                        "value": "INCREASE THE WORK FORCE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:zip": {
                        "value": "12345",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:city": {
                        "value": "ANYCITY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:state": {
                        "value": "NY",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine1": {
                        "value": "123 FAKE AVENUE",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyPhysicalAddress:addressLine2": {
                        "value": "APT. 1",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine1": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:addressLine2": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:city": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:state": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part2-BusinessInfo:companyBilling/MailingAddress:zip": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                  	"iso_app-Part2-BusinessInfo:sicCode": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:outstandingAdvance/Balance/LoanInfoProvided?": {
                        "value": "NO",
                        "is_empty": false,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    },
                    "iso_app-Part3-FundingInfo:current/Remaining/OutstandingBalance": {
                        "value": "",
                        "is_empty": true,
                        "alias_used": null,
                        "source_filename": "ISO APP (1) (2).pdf"
                    }
                },
                "form_config_pk": 209632,
                "tables": []
            }
        ],
        "book_is_complete": true
    },
    "message": "OK"
}

Updated 5 months ago