SBA Loan Intake Form

Applicant Information

Business Name *

Applicant's Full Name *

Title/Position *

Business Address *

Direct Phone Number *

Email Address *

Website

Business Details

Type of Business Entity *

Other Type of Business Entity *

Industry *

Date Established *

Annual Revenue *

Number of Employees *

Credit Details

Requested Loan Amount *

Other Purposes of the Loan *

Do you have any existing credit facilities? *

Yes

No

Could you please provide details on existing credit facilities? *

Business's Bank Statements

Bank Statements for the last 3 months and up to 12 months *

Choose File

Business Tax Returns

Businesss Tax Returns for the last 3 years *

Choose File

Personal Tax Returns

Personal Tax Returns for the last 3 years *

Choose File

Current YTD and Previous Years P&L

Current YTD and Previous Year P&L *

Choose File

Current YTD and Previous Years Balance Sheets

Current YTD and Previous Year Balance Sheets *

Choose File

Personal Financial Statement (PFS)

You can download a template here.

PFS

Choose File

Debt Schedule

You can download a template here.

Debt Schedule

Choose File

Accounts Receivable & Accounts Payable Aging Reports

A/R & A/P Aging Reports

Choose File

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Applicant Information

Business Details

Credit Details

Business's Bank Statements

Business Tax Returns

Personal Tax Returns

Current YTD and Previous Years P&L

Current YTD and Previous Years Balance Sheets

Personal Financial Statement (PFS)

Debt Schedule

Accounts Receivable & Accounts Payable Aging Reports

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