PGS Loan App Full- 2026

1

What is Your Business Name?

2

If you use a DBA, what is it?(skip if N/A)

4

Business Phone #

5

Business Mobile #

6

Business Email Address

7

What is your Business Physical Address?

Physical Address

City

State

Zip Code

Country

8

What is your Business Mailing Address?

Mailing Address

City

State

Zip Code

Country

9

What date did you start your business?

Date

10

What is your Federal Tax ID/EIN #?

11

Does your business have a website?

YESNO

12

What is your Business Website URL?(ex. amazon.com)

13

Business Description(Briefly describe what you do. Ex. 'auto sales', 'restaurant,' etc.)

14

What was your Gross Annual Revenue for last year?

15

What is your typical Average Monthly Revenue?

16

Does your business accept credit cards as payment?

YESNO

17

What is your total monthly credit card volume?(estimate if you need to)

18

What services does your business primarily offer?(skip if this does not apply)

19

How much capital is being requested?

20

What will you use the funds for?

21

How soon would you like to fund?

22

Do you currently have any Merchant Cash Advances*?(*aka 'MCA')

YESNO

23

What is the total current outstanding cash advance balance(s)?(it is not necessary to be exact to the dollar)

24

Owner Name

First Name

Last Name

25

% of Ownership

26

Owner Home Address

Home Address

City

State

Zip Code

Country

27

Owner Email

28

Owner Mobile

29

Owner Date of Birth

30

Owner Social Security #(Leave blank if you're uncomfortable providing this online)

31

Owner Credit Score(a rough estimate is fine)

32

Is there an additional owner?

YESNO

33

Owner 2 Name

First Name

Last Name

34

Owner 2 % of Ownership

35

Owner 2 Home Address

Home Address

City

State

Zip Code

Country

36

Owner 2 Email

37

Owner 2 Mobile

38

Owner 2 Date of Birth(If you are Owner #1 completing this form and you do not know this, just skip)

39

Owner 2 Social Security #(If you are Owner #1 completing this form and you do not know this, just skip)

40

Do you want to view the required documents by loan type?

41

This is a reference list, not a requirement list.
You may submit as many or as few documents as you have available at this time. We will assist with anything else as needed.

SBA
- Borrower Info Form (SBA form 1919)
- PFS (SBA form 413)
- Last 3 years business tax returns
- Last 3 years personal tax return
- 1 year business bank statements
- YTD P&L
- YTD Balance Sheet
- Debt Schedule (open tool)
- Business Narrative (open tool)
- History of Business (open tool)
- Cash Flow Projections (open tool)
Term Loan
- Last 1 year business tax return
- 12 months bank statements
- Any income verification docs (e.g., factoring or merchant processing statements)
Line of Credit (LOC)
- Last 1 year business tax return
- 6 months bank statements
- Factoring statement (for truckers only, if applicable)
Equipment Finance
- Last 1 year business tax return
- 12 months bank statements
- Equipment Invoice (this can a 'placeholder' invoice or even a link to a webpage of the equipment or similiar item)
Working Capital Loan
- Last 6 months bank statements (12 preferred)
- Most recent year tax return (preferred, not required)
Commercial Mortgage
- Last 2 years business tax returns
- Last 2 years personal tax returns
- Year-end balance sheets and P&L
- Year-to-date financials
- 6 months business bank statements
- Personal Financial Statement
- Credit report
- Business Plan
Residential Mortgage
- Last 2 months pay stubs
- 1 year personal bank statements
- Last 2 years personal tax returns
- Investment account statements
- List of monthly debts
Personal Loan
- Last 4 W2s
- * Applicant can be different from business owner (e.g. spouse, relative, or friend)

42

Select any that you are uploading(uploader appears on following page)

Business Tax Returns

Business Bank Statements

Personal Tax Returns

Recent Credit Report

Financials

Mortgage Documents