Business Information

Business Legal Name

Business DBA Name

Business Website

Business Address

Business Phone

Business Email

Legal Entity

EIN

State of Incorporation

Industry

Provide a brief description of the management team, time under current management, and depth of industry experience

Why do you need the funds?

Date Business Started

Last 12 months Annual Sales? (On Business Tax Return)

Business Net Income 2023 (On Business Tax Return)

What is the combined fair market value of the business assets?

Has the Business ever had judgements/liens/bankruptcy?

Home Based business?

Number of Employees?

Current Bank

Do you have any current Lines of Credit (Yes/No)?

If yes, which banks? (Put 0 if not applicable)

Do you have an SBA loan (Yes/No)?

If yes, which banks? (Put 0 if not applicable)

What is the combined fair market value of the business assets?

How much funding are you looking for (Use of Proceeds)?

Owner Information

Full Name

Address

Mobile Phone

SSN#

% of Ownership

Date of Birth

Personal Experian Credit Score

Personal Equifax Credit Score

An Experian FULL PDF Report is required (NOT an image or snapshot) - Free at https://www.experian.com/

Some Banks use an Eqifax FULL PDF Report (NOT an image or snapshot) - Free at https://www.experian.com/ or equifax.com

Rent or own home?

Date moved to this address (Home)

Monthly Housing Expense (Principal, Interest, Taxes & Insurance or Rent):

Total Annual Income

Total Cash (Checking & Savings)

Total Net Worth?

US Citizen?

If you are not a US citizen, are you a US Permanent Resident?

Drivers License Number

Date Issued

Date Exp

State of Issue

Date

2. Owner Information

(If owns > 10%)

Full Name

Address

Mobile Phone

SSN#

% of Ownership

Date of Birth

Personal Experian Credit Score

Personal Equifax Credit Score

Rent or own home?

Date moved to this address (Home)

Monthly Housing Expense (Principal, Interest, Taxes & Insurance or Rent)

Total Annual Income

Total Cash (Checking & Savings)

Total Net Worth?

US Citizen?

US Permanent Resident?

Drivers License Number

Date Issued

Date Exp

State of Issue

Date

Upload Docs

2023 Business Tax Return

2022 Business Tax Return

2023 Personal Tax Return

Some Banks will ask for a Business Debt Schedule

Proof of Ownership - Articles of Incorporation

Business Voided Check

Drivers License

Bank Statements

Please upload 3 months of bank statements (Minimum 50k per month):

Month 1

Month 2

Month 3

Note: Residents of New York (NY) and California (CA) must also upload a 4th bank statement.

Month 4

Line of Credit App

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Gain financial flexibility with our streamlined line of credit application.