Pre-filling Documentation

Pre-filling options are available to enhance the user experience. If you have already collected relevant user information, you can provide it to us to streamline the financing or credit monitoring process. However, if this information is not provided, users will be required to enter it manually.

All pre-filled values are displayed to the end customer and must be confirmed in the continuation step of the process, unless step-hiding options are explicitly enabled through our configuration settings.

Note on combining examples

You can use comma separated values inside JavaScript object.

Example how to pre-fill both financing_amount and business_years in one call.

Tento.configure({
  data: { financing_amount: 50000, business_years: 5 }
});

Pre-filling Financing process

The Financing process follows these steps:

Step 1 - Financing Amount (/app/amount)

financing_amount - Desired financing amount in USD (no currency formatting)

Tento.configure({
  data: { financing_amount: 50000 }
});

financing_terms - Financing term in months. Available options: 24, 36, 48, 60.

Tento.configure({
  data: { financing_terms: 24 }
});

Step 2 - Basic Info (/app/info)

business_name - Business Name / Company Name

Tento.configure({
  data: { business_name: 'John Doe LLC' }
});

owner_1_first - Owner's first name

Tento.configure({
  data: { owner_1_first: 'John' }
});

owner_1_last - Owner's last name

Tento.configure({
  data: { owner_1_last: 'Doe' }
});

owner_1_mobile - Owner's mobile phone number (format: XXX-XXX-XXXX)

Tento.configure({
  data: { owner_1_mobile: '555-123-4567' }
});

owner_1_email - Owner's email address

Tento.configure({
  data: { owner_1_email: 'john@example.com' }
});

Step 3 - Business Details (/app/business/more-details)

business_years - Years in business (0-20+)

Tento.configure({
  data: { business_years: 5 }
});

business_structure - Business structure type (Corporation, LLC, Partnership, Sole Proprietorship)

Tento.configure({
  data: { business_structure: 'LLC' }
});

business_website - Business website URL

Tento.configure({
  data: { business_website: 'https://example.com' }
});

home_based - Whether the business is home-based (boolean)

Tento.configure({
  data: { home_based: true }
});

business_address - Full business address information

Tento.configure({
  data: {
    business_street: '123 Main St',
    business_city: 'San Francisco',
    business_state: 'CA', // 2 letter state code
    business_zip: '94105',
    business_suite: 'Suite 100'  // Optional
  }
});

naics_code - NAICS industry code

Tento.configure({
  data: { naics_code: '541511' }
});

Step 4 - Further Business Details (/app/business/further-details)

business_ein - Federal Tax ID / EIN (format: XX-XXXXXXX)

Tento.configure({
  data: { business_ein: '12-3456789' }
});

business_revenue - Annual gross revenue in USD (no currency formatting)

Tento.configure({
  data: { business_revenue: 1000000 }
});

Step 5 - Type of Funding (/app/type-of-funding)

financing_type - Type of funding desired. Available options: BCM, WC, LOC, EQ, BCC, PL. Multiple selections allowed.

Tento.configure({
  data: { financing_type: ['WC', 'EQ'] }
});

equipment_description - Required if Equipment Financing (EQ) is selected

Tento.configure({
  data: { equipment_description: 'CNC Machine' }
});

Step 6 - Owner Details (/app/business/owners)

For each owner (replace _1 with _2, _3, etc. for additional owners):

owner_1_first - Owner's first name
owner_1_last - Owner's last name owner_1_mobile - Owner's mobile number (format: XXX-XXX-XXXX) owner_1_email - Owner's email address owner_1_title - Owner's position in company owner_1_ownership - Ownership percentage owner_1_ssn - Social Security Number (format: XXX-XX-XXXX) owner_1_dob_month - Month of Birth (1-12) owner_1_dob_day - Day of Birth (1-31) owner_1_dob_year - Year of Birth (YYYY)

Tento.configure({
  data: {
    owner_1_first: 'John',
    owner_1_last: 'Doe',
    owner_1_mobile: '555-123-4567',
    owner_1_email: 'john@example.com',
    owner_1_title: 'CEO',
    owner_1_ownership: 100,
    owner_1_ssn: '123-45-6789',
    owner_1_dob_month: 1,
    owner_1_dob_day: 1,
    owner_1_dob_year: 1980
  }
});

Step 7 - Timing (/app/aproximate-timing)

when_funding_needed - When funding is needed (immediately, within-10-days, within-1-month, within-more-than-30-days)

Tento.configure({
  data: { when_funding_needed: 'immediately' }
});

Step 8 - Summary (/app/funding-is-almost-here)

Final review step - no additional fields to pre-fill.

Important Notes

Multiple owners can be pre-filled by incrementing the owner number (owner_1_, owner_2_, etc.)
All pre-filled data will be displayed to the user for verification unless step-hiding is enabled
Phone numbers will be automatically normalized to the correct format (XXX-XXX-XXXX)
The BCM process is shorter and focused on business credit monitoring
The Financing process includes additional steps for funding details and bank connection
Each step has validation requirements that must be met before proceeding
Some fields (like bank connection) cannot be pre-filled and require direct user interaction

Complete Pre-filling Example

Here's an example that pre-fills all steps at once:

Tento.configure({
  data: {
    // Step 1 - Financing Amount
    financing_amount: 50000,
    financing_terms: 24,

    // Step 2 - Basic Info
    business_name: 'Acme Corporation',
    owner_1_first: 'John',
    owner_1_last: 'Doe',
    owner_1_mobile: '555-123-4567',
    owner_1_email: 'john@acmecorp.com',

    // Step 3 - Business Details
    business_structure: 'LLC',
    business_years: 5,
    business_website: 'https://test.com',
    home_based: true,
    business_street: '123 Main St',
    business_city: 'San Francisco',
    business_state: 'CA',
    business_zip: '94105',
    business_suite: 'Suite 100',
    naics_code: 561400,

    // Step 4 - Further Business Details
    business_ein: '12-3456789',
    business_revenue: 1000000,

    // Step 5 - Type of Funding
    financing_type: ['WC', 'EQ'],
    equipment_description: 'CNC Machine',

    // Step 6 - Owner Details (2 owners example)
    // Owner 1
    owner_1_title: 'CEO',
    owner_1_ownership: 60,
    owner_1_ssn: '123-45-6789',
    owner_1_dob_month: 1,
    owner_1_dob_day: 15,
    owner_1_dob_year: 1980,

    // Owner 2
    owner_2_first: 'Jane',
    owner_2_last: 'Smith',
    owner_2_mobile: '555-987-6543',
    owner_2_email: 'jane@acmecorp.com',
    owner_2_title: 'CTO',
    owner_2_ownership: 40,
    owner_2_ssn: '987-65-4321',
    owner_2_dob_month: 6,
    owner_2_dob_day: 30,
    owner_2_dob_year: 1982,

    // Step 7 - Timing
    when_funding_needed: 'immediately',
  },
});

This example shows:

A $50,000 financing request with 24-month term
A software development company (NAICS: 541511)
Two owners with split ownership (60/40)
Immediate funding needed
Multiple funding types selected (Working Capital and Equipment Financing)