FUNDING NEEDS ASSESSMENT

FUNDING NEEDS ASSESSMENT
Name*
Company*
Email*
example@example.com
Phone*

Area CodePhone Number
Quick Questionnaire
What is the purpose of the loan?*
What is the exact loan amount being requested?*
What is your closing time frame?*
Have you applied with any other lenders/banks? If so, what is their name?*
Who are the principal(s) of the company or the official borrower(s)?*
How long have you been in business? How many years in the industry?*
What is the source of repayment?*
If required, how will you secure the loan and with what?*
What is your business type?*

C CorporationS CorporationLimited Liability CompanyGeneral PartnershipLimited Partnership
Who prepares your business tax returns?*

CPAAccountant / BookkeeperOther
Do you have Surety Bonding?*

YesNo
Which one?*
Do you have any outstanding business loans?*

YesNo
If yes, what is the outstanding amount?*
Are you a Union member?*

YesNo
If yes, which one?*
Are your Union Dues Current?*
How many employees do you currently have?*

Rows Full Time Part Time

# of employees
Do you know your FICO Score?*

YesNo
How would you rate your current credit history?*

ExcellentGoodSatisfactoryPoor

Rows	Full Time	Part Time
# of employees

Can you produce the following?*

Rows	Yes	No
Business financial statement last 3 years?
Business tax returns for last 3 years?
Personal financial statement
Personal tax returns for the past three years
Are your tax returns current?
Do you have a personal checking account?
Do your have a commercial checking account?
Do your have a commercial checking account?

Are you in need of any Technical Support- such as - CPA, Bidding, Estimating, QuickBooks, Marketing, Branding, Project Management, Business Coach, Next steps workingwith a Prime?*

YesNo
ADDITIONAL NOTES
Should be Empty:

Quick Questionnaire