Business Loan Intake Form

SBA Loan Initial Application
Borrowers Information
Full Name:*

First NameLast Name
Best Contact Number:*
Email:*
example@example.com
Primary Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Borrower Personal Credit Score:*
Please Note: A Score of 640 and Above is Preferred for Best Terms.
Borrower Business Credit Score:
Please Note: A Score of 640 and Above is Preferred for Best Terms.
Borrowing Business Entity Name:
Borrowers Net Worth:
Note: Assets Minus Liabilities = Net Worth; Example: $100,000 Cash Minus $50,000 Debt = Net Worth
Borrowers Cash Liquidity:
Note: Total Cash Available or Liquidable Assets
Have You Ever Applied for SBA Financing for This Business or Any Other Business?*

NO, I have never applied for SBA financingYES, I applied for this business and was ApprovedYES, I applied for another business and was ApprovedYes, I was Denied
If Denied, What Was The Reason and When?

Business Information
Business Industry:*
Describe the Business's Goods and Services:*
Business Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please Select the Purpose of Your Business Loan:
If Purchase, Does Your Business Currently Occupy/Rent the Space in the Building You are Looking to Purchase?

YES, I Currently Rent and Now I am Looking to Purchase the Building.YES, I Currently Rent but Not Looking to Purchase the Building.
Do You Currently Occupy over 51% of the Building, or Plan to Occupy Over 51%?

YESNO
If Renting the Space, What Are You Paying for Rent?
If New Purchase, Have You Already Contributed Equity Into the Business?

YESNO
How Long Has Your Business Been in Operation?
What Are Your Financial Projections for This Year?
What Are Your Financial Projections for Next Year?
Annual Gross Business Revenue for 2021:
Annual Gross Business Revenue for 2020:
Annual Gross Business Revenue for 2019:
Annual Net Business Revenue for 2021:
Annual Net Business Revenue for 2020:
Annual Net Business Revenue for 2019:
Please Provide the Current Business Total Debt:

SBA Loan Initial Application