CREDIT APPLICATION Simple Lend

CREDIT APPLICATION
Applicant’s Personal Information
Full Legal Name
Birth Date(M/D/Y)

MonthDayYear
Date
SIN/SSN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State/ Province
Zip Code/ Postal Code
Are you a Owner or a Renter?

OwnerRenter
If you are a homeowner, how long have you lived in your owned home?
Home Phone Number
Cell Number*
Email*
example@example.com
Any Previous Dealings With Us?

YesNo
Any prior repossession?

YesNo
Any legal suits? (have you been sued or does someone owe you money?)

YesNo
Have you ever declared bankruptcy or have a ongoing unresolved consumer proposal?

YesNo
Transaction Details
Equipment Information
Make
Model
Year
Attachments
Is equipment/vehicle used or new?

NewUsed
Will purchase be in $CAD or $USD

$CAD$USD
Sale Price
Lease or Loan (finance)

LeaseLoan (finance)
Is this equipment/vehicle an additional unit, or a replacement unit/ If replacing, what is being replaced??

AdditionalReplacement
If replacing, what is being replaced?
What is the effect on the business? (Please explain why you need equipment; what do you use it for?)
General Corporate Information
Full Legal Business Name (Including "Operating AS")
How is business classified?

ProprietorshipOtherCorporationPartnership
EIN or ITIN or Business ID
Corporate Address
State or Province
Zip Code or Postal Code
City
Phone Number
Fax Number
Website
Who are your top 3 Clients? (where do you get work?). The percentage of business is referring to how much percent of your overall work is issued by your client/s.
Client 1
Client 1 % Of Business
Client 2
Client 2 % Of Business
Client 3
Client 3 % Of Business
Financial Year End
Total Years in Business
Number Of Employees
Fleet Size(if any):
Number of Trailers(if any):
Number of Trucks(if any):
Who are the owners/shareholders?
Shareholder Contact 1
Shareholder Contact 1 Ownership % Of Business
Shareholder Contact 2
Shareholder Contact 2 Ownership % Of Business
Personal Net Worth
Assets
Residence
(what is house worth)
Cash On Hand
(all cash savings)
Investments/ RRSP
(total worth)
Personal Vehicles
(total worth)
Other Assets
(total worth)
Total Assets
(total worth)
Liabilities
Mortgage
(value remaining)
Loans
(value)
Credit Cards Debt
(total CC debt)
Other Liabilities/ Debt
(total debt)
Total Liabilities
(total debt)
Networth
(Total Assets- Total Liabilities)
Business/ Personal References
Reference #1 Name
Relationship to Reference #1
Reference #1 Phone Number
Reference #1 Address (optional)
Reference #2 Name
Relationship to Reference #2
Reference #2 Phone Number
Reference #2 Address (optional)
Signature

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Date

MonthDayYear
Date
Cosigner Signature (if necessary)

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1. 6 Months Bank Statements

2. Drivers License

3. Notice of Assessment (if individual or sole proprietor)

4. Financials (only if corporation) : Schedules 100 & Schedule 125 (balance sheet and income statement)

5. Property Tax Bill (if homeowner or commercial business owner)

You can also email documents to info@simplelend.co.
Attach required documents needed for credit application. *

Browse Files

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CREDIT APPLICATION

Applicant’s Personal Information

Transaction Details

Equipment Information

General Corporate Information

Personal Net Worth

Business/ Personal References