Client Area

Welcome to the PG Strategic Client Area. From here, you can complete your application, upload requested documents, and access forms related to your funding process. If you were directed here by your advisor, please select the appropriate option below.

Client Intake Form

Use this form to complete or update your funding application and upload required documents.

Additional Docs Upload

If we’ve requested additional documents from you, please upload them securely using this form. You can use this uploader more than once.

SBA Form 413

Use this form to submit your personal financial information required for SBA loan review. Complete all sections as accurately as possible.