SBA Application

Tax Identification No

Best number to reach you

Confirmation Emailexample@example.com

State of originally filed Articles

Company was founded on

Current ownership established

Current # of Employees

# of Employees anticipated after financing

# of locations for your company (include all)

Enter number of locations you have planned for the future

Date of Birth

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Date of Birth

Best number to reach you

+ Add a Third Member

Date of Birth

Best number to reach you

+ Add a Fourth Member

Date of Birth

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+ Add a Fifth Member

Date of Birth

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List below all business concerns in which the applying company, or any of the individuals listed in the Ownership Section above whom have 20% ownership or controlling interest. Affiliation also exists where an individual(s) has control of the Small Business Company and another concern(s) even though the ownership of ne or both is small.

Not applicable - no owner in the borrowing company/entity has any Affiliate relationships

The member of the has this affiliation

+ Add another Affiliate

The member of the has this affiliation

+ Add another Affiliate

The member of the has this affiliation

PurchaseRefinance + Cash OutRefinance Rate & TermDelayed Purchase

A Delayed Purchase transaction is only applicable if you acquired the business or property with cash in the past 180 days (6 months) from the time we close on this new loan. If you financed the original acquisition, or originally acquired this business more than 180 days (6 months) ago, this would be a Refinance, not Delayed Purchase transaction.

Please enter the amount of financing being sought for each category listed below. For any categories not listed, please explain in greater detail in the description entry below.

Total Funding Requested

Is the property you're looking to finance the same as the company address of {companyAddress} {borrowerHome165}, {typeA167} {zip166}?
Yes No*

Is the property currently titled / owned by {companyName}?
Yes No*

ResidentialCommercialResidential & CommercialOther

Yes, it is mortgaged or has a lien(s) against itNo, property is owned free and clear

Yes, it is rented.No, It's vacant.

Typically this is the date of the settlement statement

Closing Date per your Sales Contract

Not applicable - the business is debt-free

To be verifiable of debt

Enter original loan amount

Enter current outstanding balance

Date note was initial issued

Date note comes due

I intend to refinance this debt with proceeds from this requested loan

To be verifiable of debt

Enter original loan amount

Enter current outstanding balance

Date note was initial issued

Date note comes due

I intend to refinance this debt with proceeds from this requested loan

To be verifiable of debt

Enter original loan amount

Enter current outstanding balance

Date note was initial issued

Date note comes due

I intend to refinance this debt with proceeds from this requested loan

1) If {companyName} (or the business / practice being acquired) has accounts receivable/payable, please attach an accounts receivable/payable summary aging report.

2) If {companyName}'s AR / AP Summary Agin report is not available, complete the schedule below.

3) If {companyName} has no accounts receivable or payable, check the appropriate box below and proceed to the next section.

I will attach my AR/AP Aging Report
I will complete the schedule below
The company does not have any AR/AP*

	0 - 30 Days	31 - 59 Days	60 - 89 Days	90 - 119 Days	120 + Days
Accounts Receivable
Accounts Payable

*Figures should reconcile with most recent Tax Return or Interim Financial Statement provided to Lender

Not applicable - the business has no References

Bank References for {companyName}

Professionals (If available)

The following items are requested for SBA 7(a) loans. If certain documentation is not available, please provide reference to this in the Notes section next to the corresponding document. Click "Submit" once all docs are uploaded.

Document Name is Editable

Company Details

Operations Overview

Company Ownership

Affiliates

Financing Request Summary

Business Debt Details

Accounts Receivable / Payable Information

References and Professional Services

Applicant Comments

Documentation