MERCHANT DASH LLC · PRACTICAL PREPARATION
Separate owner operator and property roles in a lodging request

Explain the roles behind a lodging project without treating a property name as proof of business identity or authority.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Identify the business making the request.
Notes: __________________________

2. Record the relevant property and operating roles.
Notes: __________________________

3. Keep each role’s information and authority questions separate.
Notes: __________________________

4. Explain differences in names across source records.
Notes: __________________________

5. Read back the identity property and open questions.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
This hospitality operating-request service is unavailable in CT, FL, GA, MO, TX and VA.

Guide: https://merchant-dash.com/funding/guides/separate-owner-operator-and-property-roles-in-a-lodging-request