Business name (example: American Equipment Corp)
Business website
Is the borrower(s) a US citizen?
Yes
No
Borrower's full name
Borrower's E-mail
Borrower's E-mail
Co-borrower full name [If applicable]
Borrower's phone #
Street Address
City
State/Province
State/ Province
Zip Code
Does the Borrower Own his residence?
Yes
No
Birthdate
SS#
What is the requested loan amount?
What business program are you applying for?
Business Acquisition
Equipment Financing
Private Business Loan
SBA Real Estate Loan
SBA Business Only Loan
Equipment Loan
List other lenders this loan has been submitted to
If this loan has been turned down by other lenders, please explain why?
Is the borrower current on tax return filings?Extensions for the current tax year are considered current. If the borrower is outside the extension period for any filings, that would not be considered current.
Yes
No
Has the borrower ever defaulted on a Government Loan, SBA loan, or student loan?
Yes
No
Has the borrower filed bankruptcy within the last 2 years?
Yes
No
Has the borrower had a foreclosure or short-sale within the last 2 years?
Yes
No
Borrower's credit score
800+
780-799
760-799
740-759
720-739
700-719
680-699
660-659
620-639
600-619
580-599
560-579
540-559
520-539
500-519
<500
Co-Borrower's credit score
800+
780-799
760-799
740-759
720-739
700-719
680-699
660-659
620-639
600-619
580-599
560-579
540-559
520-539
500-519
<500
Corporate name as registered with secretary of state
Corporate Entity Address as filed with the secretary of state (Please include legal name or any DBA names)
Current address in which Business is physically operating from
What is the business type?
Professional Service
Industrial
Agriculture
Restaurant
Property Management
Retail Sales
Gas Station
Car Wash
Technology
Industrial Condo
Self Storage Facility
Automotive Service
Hospital
Hotel/Motel
Marina
Franchise
Gym
Membership Business
Sales
E-commerce
Trucking
Manufacturing
Wholesales
Equipment
Other
Length of ownership:
# of locations:
Are there any issues (or hair on the deal) we should know about (foreclosures, BKs, tax liens, back taxes, judgments, convictions, lawsuits, NSFs, defaults, environmental, etc.)?
Use of Funds / Purpose of the Loan Request
If the requested financing is going to be used to refinance or purchase real estate, please list the full address of that real estate and the purchase price or amount of debt/mortgage to be refinanced (plus any working capital or renovation funds being requested)
What is the current combined outstanding balance of all Merchant Cash Advances?
Combined Outstanding Balance of all SBA Loans?
What is the Borrower's Percent of Ownership of the Business?
Borrower's Monthly Rent/mortgage payment?
Borrower's Annual Household Income? (this includes spouses
When was the business Created?
How many employee's does the business have NOT including Borrower's?
What Type of Entity is the Business?
LLC
LLP
S Corp
c Corp
Sole Proprietorship
General Partnership
Limited Partnership
Do you have existing business financing? (If yes please name the company it is through, otherwise write NO)
Original balance: (write 0 if you have no business financing)
Current balance: (write 0 if you have no business financing)
Business Tax ID?
Does the Business rent or own its facilities?
Own
Rent
Does the Business have a separate bank account?
Yes
No
Has the Business accepted credit cards for at least 3 months?
Has the Business accepted credit cards for at least 3 months?
What was the business's gross income last tax filing?
What was the business's net operating income last tax filing?
Has the business reported a profit on one of it's last 2 tax filings?
Yes
No
Current processing company:
Highest volume months:
Average gross monthly sales:
Average ticket size:
Average Visa/Mastercard monthly sales:
What is the value of the Borrower's Personal cash balances?
Is business seasonal or closed during part of the year?
Is the business for sale? (if yes please explain)
Business Description (Please include a brief description of the businesses operations)
Brief Executive Summary of Your Deal
Executive Summary Upload
Profit and Loss Upload / PFS
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