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Review loan eligibility requirements

Who is this article for?
  • Sellers and team members with the Loans permission to view, accept, and monitor the status of a loan with fixed monthly payments. Set permissions in Square Dashboard.
  • Square Loan applicants.
  • About loan eligibility 

    Square offers business loans to Square sellers to grow your business. You can check your business’s eligibility by going to the Loans tab of Square Dashboard. Offer eligibility is based on a variety of factors related to your Square account, including payment processing volume, account history, and payment frequency.

    Loans Dashboard - Offer

    Numbers are for illustrative purposes only.

    If you don’t see a loan offer available, take a look at the key factors that may be affecting your eligibility below or in the eligibility page in Square Dashboard. This page helps sellers gain insight into the status of their loan eligibility by taking your business’s real time data and comparing it to key factors that determine eligibility. If any of your eligibility factors need attention, you can look at the tips below to strengthen your chances of becoming eligible.

    Square can’t promise a loan offer, even where all of the factors on the eligibility page are good.

    Before you begin 

    Square Loans are offered by invitation. Loan eligibility review happens regularly and is automatic, and you’ll be notified through Square Dashboard and by email once you are eligible for an offer.

    Loan offers aren’t guaranteed and we can’t manually generate or predict offers. As the process is automatic, there’s no need to contact us to request an eligibility review. Just keep processing with Square and consider the eligibility factors below as you process.  All sellers must qualify based on eligibility criteria.

    Keep in mind, if you are currently repaying a Square loan, new offers aren’t automatically extended when a certain percentage of an existing loan is repaid, but your business may become eligible for a new offer when your existing plan is closer to being repaid. Making an extra payment or paying off your loan early does not guarantee another loan offer through Square.

    In general, sellers repay at least ¾ of their loan before receiving another offer but there’s no set amount you need to pay back to receive a new loan offer. Loan offer details, as well as the timing of eligibility, may differ from your current Square loan. Each offer is unique and evaluated separately.

    Review loan eligibility requirements 

    There are many factors that may affect your eligibility, and accounts are evaluated as a whole. Check your Square Dashboard for more information about your current eligibility status. Below are some of the key factors we consider when evaluating your business for a loan offer.

    Square processing volume

    The size of your loan offer is generally shaped by how much you process through Square. In general, businesses that have processed at least $10,000 or more in a year are more likely to be eligible for an offer. Additionally, your business needs to have used Square at least 20 days in the last year.

    If you have multiple Square accounts or locations with outstanding Square Loans, ensure that they are processing payments consistently and are current with loan repayment.

    Square payment frequency

    If you consistently take payments, you’re more likely to get noticed. A steady pattern of taking payments shows that you have a healthy business.

    Customer mix

    A good mix of new and returning customers reflects that you’re growing in different ways. You can use Square’s analytics tools to understand your customer base better.

    Payment disputes

    A payment dispute happens when a customer disputes a charge from your business and contacts the card issuer to reverse it. Having disputes on your account can affect your loan eligibility.

    Swiping chip credit cards is one way to increase your chargeback risk. Switch to a Square Reader or learn how to better monitor payment cards to prevent disputes. Learn more about credit card chargebacks.

    Payment limits

    To protect your account, Square may place a payment limit on your account. Payment limits are restrictions that put a temporary cap on your ability to process transactions through your Square account. Having a payment limit on your account affects your loan eligibility.

    Learn about payment limits.

    Reserves

    To assist with payment disputes, Square may place a reserve on your account. Having a reserve on your Square account affects your loan eligibility.

    Learn how to manage payment reserves with Square.

    Failed debits

    Your Square account is reviewed for failed debits due to insufficient funds. Ensure that you have available funds in your linked bank account to avoid failed debits.

    Prior loan applications

    Square Loans are subject to credit approval. Being declined recently for a loan may impact your eligibility.

    Account reviews

    To ensure the security of your account, Square periodically reviews accounts. If your account has been under review recently, it may affect your eligibility.

    Review loan denial reasons 

    After you apply for a Square loan, your application goes through underwriting and verification processes to determine whether your business qualifies for the loan you requested. We review every loan application on a case-by-case basis, independently from any previous loan. Please keep in mind that each loan application is subject to credit review, and being eligible to apply for a loan does not guarantee that your application will be approved. Applying didn’t affect your credit score.  

    If your most recent loan request was declined, the specific reasons your application was declined can be found in the email notice you received from the Square Loans team.  Additionally, being declined doesn’t prevent you from becoming eligible for a loan in the future. We routinely review account eligibility and if your business becomes eligible for a loan again, you’ll see loan offers in the Loans tab in Square Dashboard. 

    There are various requirements that must be met in order to qualify for a loan. If your business has been denied for a loan, it may be due to one of the following reasons.

    Fewer payments or inconsistent payment processing

    During the account review process, we look at your Square payment history. If you’ve been declined for this reason, it means that your recent account payment history seems inconsistent, or that your sales through Square have decreased compared to your prior payment history.

    Related account with a loan with a decline in processing

    When your business is connected to another Square loan, it is important to keep the connected account processing payments consistently until the loan is repaid. If you have one or more accounts that don’t meet this criteria, your loan application may not be approved. We’re unable to take any action to unlink or dissociate the accounts.

    Chargeback claims

    To protect your business from chargebacks, retain receipts or invoices to prove that goods or services were provided to your customers. A loan application can be denied if your business received too many chargeback claims while using Square.

    Cash advancing

    Cash advancing includes swiping your own credit or debit card, or those of family members, friends or associates. This conduct is prohibited by Square’s Terms of Service. Square’s Point of Sale service is designed to process payments for the sale of goods or services, and isn’t designed to process person-to-person transfers, or to facilitate payments between companies owned by the same individuals/groups of individuals or within companies.

    Note: Cash App is designed to be a peer-to-peer transmission product, and can facilitate the transfer of funds between family and friends.

    Tax-exempt organization

    Tax-exempt organizations, such as tax exempt nonprofits or tax exempt charities, aren’t eligible for a Square loan at this time. However, tax-exempt organizations are permitted to process payments through Square.

    Insufficient information

    If all of the required information for a loan application isn’t received by the due date outlined in the Loans tab of your Square Dashboard, the application will be canceled.

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