Guide

What is a funder legally required to tell you before you sign?

In a growing number of states, quite a lot. Roughly a dozen — California, New York, Texas, Utah, Virginia and others — now require a commercial financing provider to hand you a standardised set of numbers before you sign: the amount financed, the total cost, the payment schedule, prepayment terms, and in some states an estimated annual percentage rate.

Why this exists at all

Small-business borrowing has never had the disclosure regime consumer borrowing has. Truth in Lending covers a consumer credit card; it does not cover a $60,000 advance against your receivables.

That gap is why offers in this market were historically quoted as a daily payment and a factor rate — two numbers that are almost impossible to compare between funders, and that conceal the total cost rather than stating it.

States began closing the gap themselves. California legislated in 2018 and New York followed, and a dozen or so states now have a law of some kind on the books, with more introduced each session.

What the disclosure typically contains

The amount financed, and separately the funds you actually receive — those differ whenever fees are deducted from the advance, and the gap between them is the number people most often miss.

The finance charge, in dollars. The total cost of the money, stated as money.

The total repayment amount, the payment amount, and how often it is taken.

The term, or the estimated term where repayment moves with your sales.

Prepayment terms — specifically whether repaying early reduces what you owe. On a fixed factor rate it does not, and this is where you find that out in writing.

In California and New York, an estimated annual percentage rate, which is the figure that makes an advance comparable to a loan.

States with a commercial financing disclosure law

StateThe lawWhere to check
CaliforniaSB 1235, implemented by the DFPI's commercial financing disclosure regulationsRequires an annualised rate figureDept. of Financial Protection and Innovation
New YorkCommercial Finance Disclosure Law, 23 NYCRR 600Covers financing up to $2.5m; sets duties on brokers as well as fundersDept. of Financial Services
TexasHB 700, sales-based financingRegistration required of providersOffice of Consumer Credit Commissioner
UtahCommercial Financing Registration and Disclosure ActRegistration and disclosureDept. of Financial Institutions
VirginiaSales-based financing disclosure and registrationSales-based financingBureau of Financial Institutions
ConnecticutCommercial financing disclosureSales-based financingDept. of Banking
FloridaCommercial Financing Disclosure LawDisclosure at the point of offerOffice of Financial Regulation
GeorgiaCommercial financing disclosureDisclosure at the point of offerDept. of Banking and Finance
KansasCommercial financing disclosureDisclosure at the point of offerOffice of the State Bank Commissioner
MissouriCommercial financing disclosureDisclosure at the point of offerDivision of Finance
IllinoisCommercial financing disclosureAmong the more recent additions — check the current positionDept. of Financial and Professional Regulation
New JerseyCommercial financing disclosureAmong the more recent additions — check the current positionDept. of Banking and Insurance
A map, not a legal summary. What each law requires, whom it covers and when it took effect differ by state and change from year to year — the regulator's own page is the authority, and it is linked for every state here. Reviewed August 2026. If your state is not listed, that does not mean no rule applies to your funder.

What it means for you in practice

If you are in a covered state, ask for the disclosure before you sign and read the total repayment figure first. A funder that is reluctant to produce it is telling you something.

The disclosure is also the fastest way to compare two offers honestly. Same format, same items, so total against total and term against term.

New York's rule reaches brokers too, not only funders: a broker must pass on the funder's unaltered disclosure before communicating a specific offer, and must tell you in writing how and by whom it is being paid. That last part is worth asking for anywhere, covered state or not.

If your state is not on the list, none of this stops you asking. Every item above is a question a legitimate funder can answer in a sentence.

What this page is not

It is not legal advice, and it is deliberately not a summary of what each state's law says. Effective dates, thresholds and the exact disclosure set differ by state and change from year to year.

The regulator's own page is the authority in every case, and one is linked for each state above. If the answer matters to a decision you are making, that link is where to go, and a lawyer in your state is better than either of us.

We are a broker, not a lender. We arrange funding and are paid by the funder that writes your deal, so treat this page as a map of what to demand from whoever makes you an offer — including us.

Sources

Related questions.

Does this apply to a merchant cash advance?
In most of these states, yes — several of the laws were written specifically for sales-based financing, which is what an advance is. Check the regulator's page for your state.
What if my funder is out of state?
The laws generally attach to offers made to businesses in the state, not to where the funder sits. That is a question for the regulator or a lawyer rather than for the funder.
Is there a federal version of this?
Not for commercial financing disclosure. Truth in Lending covers consumer credit, not most small-business borrowing, which is the gap these state laws exist to close.
What if I was not given a disclosure?
Contact your state's regulator — every one is linked above. Whether it affects the agreement itself is a question for a lawyer.

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