CPBS Business Owner Preliminary Loan Request Profile
Business Owner Information
Today's Date
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Month
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Day
Year
Date
Name
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First Name
Last Name
Primary Purpose Of Loan
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How Did You Hear About Us?
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Have you incorporated your business?
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Legal Corporate Name (Include LLC, Corp, etc.)
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Email
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example@example.com
Phone
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Business Physical Address
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Industry Type
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City
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State/Region/Province
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Postal / Zip Code
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Country
Financial Information
How long have you been in business?
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Do you have any current loans with other agencies for working capital?
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Please explain
Is your business cash flowing now?
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What is the current monthly cashflow of your business?
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Enter 0 if you do not have income coming in from your business.
Have you put aside funds to invest in your project? (A.K.A skin in the game)
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This amount will vary depending on the type of loan you are looking for
What is your current credit score?
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Ex. 530, 650, 700.
Are you ready to move forward with you loan?
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Loan Amount Needed?
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Do you have collateral to pledege in consideration for your loan?
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Please list the item. All collateral considered Real estate, stocks, bonds, etc.
Please let us know what services you require.
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Working Capital
Debt-Restructure
Business Acquisition Funding
Equipment Purchases
Funds Corporate Growth
Working Capital -Line Of Credit
Revolving Lines of Credit
Business Start-up Capital
Merchant Advance
Factoring Services
Micro Loans
Equipment Leasing
Purchase Order Finance
Asset Based Lines of Credit
Truck Industry Financing
SBA Financing
Inventory Financing
Sale Leasebacks
Accounts Receivables
High Risk & Restricted Industry Funding
Credit Card Processing & Terminal Supply Assistance
Other
If Other please explain.
Type a question Please provide us with a detailed summary of what you are trying to do, what the proceeds from the loan will be used for and how you intend to service or pay back the loan or exit strategy.
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Please upload your summary if you have one already prepared
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Can you produce the financials to show the cash flow of your business
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Banking statements and or tax returns from previous years?
Documents Needed: Depending on the program we place you in, one or more of the following documents will be needed. please check the ones that you will be able to provide.
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(P&L) statement
Tax returns
Accounts receivable/accounts payable
Cash flow statements
Submit
Should be Empty: