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REQUEST LOAN FORM
Loan Form Request
Ownership & Borrower Information:
Short answer
Address
Ownership Vesting(s) & Percentages (%
Primary Borrower Contact:
name
Phone
Email
Title/Company
Prepared By
Email
Phone
Attachments (if available)
Business Tax Returns (last 3 years)
Personal Tax Returns (last 3 years)
Interim Financials (YTD P&L and Balance Sheet)
Business Debt Schedule
Purchase Agreement / Lease
Personal Financial Statement (SBA Form 413)
Business Plan / Executive Summary
Entity Documents (Articles of Organization / Operating Agreement)
Loan Request Overview
SBA Program Requested:
7(a)
504
Unsure / Open to Either
Loan Amount Requested:
Purpose of Loan (check all that apply)
Business Acquisition
Real Estate Purchase (Owner-Occupied)
Construction / Renovation
Refinance Existing Debt ____ SBA REFI?____
Working Capital
Equipment Purchase
Inventory / Expansion
Partner Buyout
Other
Preferred Loan Term
Day
Month
Month
Year
Preferred Amortization
Day
Month
Month
Year
Interest Rate Preference
Fixed
Variable
Either
Requested Loan-to-Value (LTV) or Loan-to-Cost (LTC): %
Target Closing Date and Deadline:
Personal Guarantor(s)
Yes
No
3A. Project Summary (for Real Estate or 504 Loans)
Purchase Price
Estimated Recent Improvements:
New CapEx planned: description & budget
Total Cash Required, Acquisition, Cap Ex and Working capital budget
Borrower Down Payment / Equity Injection:
Other Financing (if any)
Source of Equity
Cash
Seller Note
1031 Proceeds
Other
Collateral Information
Real Estate Type
Address (if applicable)
Square Footage
SF: Lot Size
SF: Lot Size
Zoning
Condition
A
B
C
Appraised or Estimated Value:
Date of last appraisal
Occupancy
Owner-Occupied
Partial
Tenant-Occupied. Vacant?
Other Comments:
Other Collateral (describe, if applicable):
Equipment
Vehicles
Accounts Receivable
Inventory
Other Assets
Business Information of Borrowing Entity
Business Name (if new entity or different from above):
Entity Type (LLC / Corp / Sole Prop / Partnership / Other):
State of Formation
Date of Formation
Tax ID / EIN
DBA / Trade Name
Website
Submit
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