01 Business
Establish the company file
Company identity, entity type, tax ID, incorporation state, and business timing are captured first.
How It Works
From intake signal to signed package
Recolleta Financial moves applicants through identity, ownership, documents, authorization, and direct webhook submission with a controlled sequence.
Process posture
The flow is intentionally narrow: no sensitive persistent storage, explicit owner logic, required document checks, one disclosure checkbox, and owner 1 signature only.
02 Owner
Verify the principal
Owner 1 uses separate first and last names in the interface, then submits as one ownerName field.
03 Ownership
Map control clearly
Ownership percentages are validated and a second owner is included only when the applicant says yes.
04 Documents
Package the proof
Bank statements and business tax returns are checked for type and size before conversion to raw Base64.
05 Submit
Route the JSON v2 package
The final payload is sent directly to the configured intake webhook with the required commercial fields.
Application desk
Prepare a funding package with the right structure from the first field.
Disclosure and signature included
Submit company, owner, document, disclosure, and signature data through the dedicated Recolleta workflow.
Open Application