Guides & Webinars

Application guides and webinars to help get you started.

Everything you need to get started.

Review our application guides and webinars to get your business on the right path to the capital you need for growth. 

Application Guides

Learn how easy it is to apply for capital with our simple step-by-step guides.

Loan Application Guide

How to apply for a small business loan in less than 10 minutes without impacting your credit.

Loan Document Checklist

Review the list of documents you will need to supply after you submit your application.

Account Setup Guide

Step-by-step guide to help you create and manage your NEWITY account.

ERC Application Guide

Simple instructions to submit your ERC application to file for your credit or receive faster funding.

ERC Document Checklist

Review the list of documents you will need to submit after you complete your ERC application.

Payroll Data Export Guide

We've outlined instructions for exporting your payroll data from every major payroll provider.


Learn more about SBA 7(a) loans, the ERC program and other ways to grow your business.

How to Apply & Use Your SBA 7(a) Loan Funds

Learn how to apply for an SBA 7(a) loan and how you can use your loan proceeds to grow your business.

SBA's New Rules for 7(a) Loans

Learn more about the SBA's recent changes that allow small businesses to borrower more with fewer requirements.

How to Apply for Employee Retention Credits

Learn about the Employee Retention Credit (ERC) program, what it is, who qualifies, and how you can apply in less than 10 minutes.

ERC FastTrack Program Overview

Learn more about our ERC FastTrack program that allows businesses to receive their funds in as few as 5-days after filing their ERC claim with the IRS.

ERC Advance Program Overview

Learn more about our ERC Advance program which allows businesses who have already filed for ERC to receive their funds within 5 days of approval.

How to Build & Maintain Your Business Credit

Learn what factors contribute to your personal and business credit scores, and what you can do to improve them and your eligibility for funding.

If you need to speak with a representative, please contact our Member Services team. We’re happy to help.

More resources to help you.

Visit our FAQ section or our Insights blog for more resources on how to grow your business.

To qualify for an SBA 7(a) small business loan, your business must be:

  1. U.S.-based and operated
  2. Owner supported / owner funded
  3. Eligible per the SBA’s requirements

Your loan amount will determined by the business’ average annual revenue, FICO score, and years in business