Financing for Your Growth
Growing your agency often requires investing in the right tools, but that does not mean you need to take on a large upfront expense.
With flexible financing options, you can implement STEPS CRM, the 100% customizable software designed specifically for surrogacy and egg donor agencies, while spreading the cost over time. This allows you to start benefiting from improved organization, automation, and client communication right away.
To make this possible, we have partnered with Qualifi, a highly rated small business financing provider with a 5-star rating on Trustpilot. Qualifi offers flexible repayment terms from two to five years, helping agencies invest in technology that supports their growth without straining cash flow.
Instead of waiting years to modernize your operations, you can start now by streamlining workflows, improving client communications, and preparing your agency for the next stage of growth.
Your future growth should not be delayed by upfront costs. Let STEPS CRM work for you today.
Getting Started Has Never Been Easier
Step 1
Fill out the application form quickly and easily.
Step 2
Upload necessary documents in just a few clicks.
Step 3
Your Loan is approved in a Week
Questions & Answers
1. How quickly can I get an approval?
If you qualify, approval can typically be obtained within one week, with funds available the same day as approval.
Because Qualifi works with multiple lenders, approvals can often be obtained much faster than traditional banks, which may take 4 to 8 weeks.
1. How quickly can I get an approval?
If you qualify, approval can typically be obtained within one week, with funds available the same day as approval.
Because Qualifi works with multiple lenders, approvals can often be obtained much faster than traditional banks, which may take 4 to 8 weeks.
2. What is the process?
The process is straightforward and designed to minimize paperwork:
Complete the application.
Upload your last three bank statements.
Speak with a loan officer if needed or requested by you.
Receive approval — typically within one week
3. What qualifications are needed?
Most agencies qualify if they meet the following general criteria:
- Have been in business for at least two years.
- 50% ownership in the business
FICO score of 625 or higher. - Consistent revenue in the past 3 months, demonstrating the ability to repay the loan.
- Invoice from Infertility Portal for the STEPS software.
4. Why work with Qualifi?
Qualifi is a rapidly growing commercial finance broker that helps small and medium-sized businesses secure fast and affordable funding.
Benefits include:
- Fast approvals – funds can arrive in as little as 1 week
- Preferred borrower rates – interest rates starting near prime
- Minimal documentation required
- Loan amounts ranging from $5,000 to $50,000
- Very low rejection rates due to access to multiple lenders
5. Is Qualifi a bank or lender?
Qualifi is not a bank. It is a commercial finance broker that works with more than 75 lenders across the United States.
Per their website, this allows Qualifi to match your business with the best loan for your needs, often at rates and terms that may not be available through a single traditional bank.
Qualifi was created by entrepreneurs for entrepreneurs, with the goal of helping businesses access the right financing solutions.
6. Is Qualifi a legitimate company?
Yes. Qualifi is an established business financing company based in Broomall, Pennsylvania.
Per their website, it was founded in 2022 and has helped secure over $275 million in funding for businesses nationwide.
The leadership team has been in the industry since 2013 and has helped clients secure more than $500 million in capital.
Contact information, including address and phone numbers, is listed throughout their website for transparency.
7. Are there any prepayment penalties or hidden fees?
Qualifi has a reputation for being transparent. Your funding manager will explain:
- Interest rates and loan terms
- Early payoff options and possible discounts
- Any applicable fees
You should know exactly what you are paying, how much you are paying, and when payments are due.
8. Is my information secure with Qualifi?
Qualifi states on its website that they use bank-level encryption across its online platforms.
Documents and sensitive financial information are uploaded through a secure DocuSign portal, and all systems comply with major data security and privacy standards.
They further state that your personal and financial information is never shared without your consent.
#1 Client Experience for Business Loans
