Business Loan Form

BUSINESS LOAN FORM
Each section of this form is designed to gather specific, essential information that helps us understand the borrower’s financial situation, loan needs, and business profile. This comprehensive approach ensures that we can match the applicant with the best possible financing solution while maintaining compliance and efficiency.

Referring Agent / Loan Officer / Consumer Information
This section collects information about the person submitting the loan scenario, whether it’s a referring loan officer, an agent, or the consumer directly. It ensures we know who to contact if we have questions or need additional details, and it helps us keep track of who referred the borrower.

Disclaimer:
By providing your information, you consent to be contacted by our team regarding your inquiry. We will treat your information with strict confidentiality and only use it for purposes related to this loan scenario submission.
Are you the consumer filling this form yourself? (Yes/No)
Referring Loan Officer/Agent Name

First NameLast Name
Company Name (if applicable)
Referring Agent’s NMLS ID (if applicable)
Referring Agent's Email
Referring Agent's Phone Number

Loan Terms and Equipment/Location Details
This section gathers details about the requested loan itself, including the desired loan amount, term, and purpose. If the loan is for purchasing equipment or a specific asset, you can also provide a brief description of the equipment and its estimated value. Additionally, this section captures where the business or equipment is located to ensure the lender understands the project’s scope.

Disclaimer:
Information collected in this section is for preliminary evaluation purposes only and does not constitute a loan commitment or offer of credit.
Requested Loan Amount
Purpose of Loan
Please Explain
Loan Term Requested
Location of Business City
Location of Business State
Equipment/Asset Description
EstimatedEquipment Value

Borrower/ Business Contact Information
Here we collect the key contact information for the loan prospect and their business. This ensures we can reach out to the right person with updates, requests, and clarifications. Accurate contact details are critical for effective communication throughout the application process.

Disclaimer:
We respect your privacy. Information provided in this section will be kept confidential and used solely for evaluating your business loan scenario.
Primary Contact Name

First NameLast Name
Business Name
Is the business currently operating?
Business Address (Street, City, State, ZIP)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Contact Email
Primary Contact Phone

Ownership Information
This section captures important details about the ownership structure of the business, including the primary owner’s name and ownership percentage, as well as any additional owners. We also collect information on the business’s credit profile, time in business, industry, annual revenue, existing debt, and income levels. These details help us assess the financial health and stability of the business and determine the most suitable loan product.

Disclaimer:
Submission of this information is voluntary but necessary for a comprehensive evaluation of the loan scenario. We may verify credit and business information as part of the evaluation process. By proceeding, you authorize us to conduct a preliminary review of the information provided.
Primary Owner Name

First NameLast Name
Ownership Percentage
Other Owner 1

First NameLast Name
Ownership Percentage 1
Other Owner 2

First NameLast Name
Ownership Percentage 2
Other Owner 3

First NameLast Name
Ownership Percentage 3
Have you had a Bankruptcy, Short Sale or Foreclosures
Credit FICO
Time in Business
Industry
Current Location (Rent/Own)?
Annual Business Revenue (Gross)
Current Business Debt (estimated total)
Annual Personal Income (Gross)
Did you receive any SBA disaster funds?
What will you use the money for?*

Income Documentation
This section captures important details about the ownership structure of the business, including the primary owner’s name and ownership percentage, as well as any additional owners. We also collect information on the business’s credit profile, time in business, industry, annual revenue, existing debt, and income levels. These details help us assess the financial health and stability of the business and determine the most suitable loan product.

Disclaimer:
You may upload supporting documentation at this stage, but please note that submission does not guarantee loan approval. All documents submitted will be reviewed in accordance with applicable privacy and data security regulations.
Bank Statements

Cancelof
Tax Returns

Cancelof
P&L Statement

Cancelof
CPA Letter

Cancelof
Additional Notes and Documentation
Add Any Additional Documentation Here

Cancelof

Additional Information
This section provides space for any additional notes, disclaimers, or special instructions.
I consent to receive text messages from this business
Notes
I agree on creation an individual account in the application using following data: name, email, phone number

YesNo
Should be Empty:

Referring Agent / Loan Officer / Consumer Information