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SBA Loan Application

Please follow the steps below to complete the process:

Thanks for the opportunity to work with you on your loan request. Below is a summary of the items we will need begin the SBA Loan process.

Items needed for an SBA Loan (7a and 504):

Business Tax Returns for 2019-2021 and interim financial statements for 2022.
Personal Tax Returns for 2019-2021.
Personal Financial Statement (download here, sign, upload below).
Business Debt Schedule (download here, sign, upload below).
Brief written overview of the project and how loan proceeds will be used.
If this is a Purchase, please upload your Purchase Contract as well.

For construction deals, the most important up front item is a construction budget. Beyond this, we need General Contractor info (resume, copy of license and insurance, information on previous projects if not listed on their website); Architect plans and building permits. If you have any questions please schedule a call here.

SBA Loan

Subject

Full Legal Name *

Full Legal Name

First

First

Middle

Middle

Last

Last

Social Security Number *

Marital Status *

Single

Married

Separated

Spouse's Full Name

Spouse's Full Name

First

First

Middle

Middle

Last

Last

Phone *

Email *

Corporate Office Held

Percent of Business Owned

Annual Salary from Business

Current Home Address *

Current Home Address

Current Home Address

Current Home Address

City

City

State/Province

State/Province

Zip/Postal

Zip/Postal

Lived there from (month & year to month & year):

Prior Home Address *

Prior Home Address

Prior Home Address

Prior Home Address

City

City

State/Province

State/Province

Zip/Postal

Zip/Postal

Lived there from (month & year to month & year):

Are you currently employed by the US government?

Yes

No

If Yes, please provide the name of the agency and position held:

Personal

Are you a US citizen

Yes

No

If No, are you a Lawful Permanent Resident Alien?

Yes

No

INS Alien Registration Card #:

Place of Birth *

Date of Birth (DOB) *

Previously Used Names (separate by commas):

Dates

Are you offering your personal guarantee? (Owners of 20% of the business must guarantee) *

Yes

No

Veteran Status: *

Non-Veteran

Veteran

Service Disabled?

Yes

No

Have you ever been convicted, charged with, or arrested for any criminal offense other than minor traffic violations? *

Yes

No

If Yes, please provide the details below:

Are you presently under indictment, on parole, or on probation? *

Yes

No

Have you ever been convicted, placed on pretrial diversion, or placed on any form of probation, including adjudication withheld pending probation, for any criminal offense other than a minor vehicle violation? *

Yes

No

Education

High School Name

Dates (from & to):

Did you graduate? *

Yes

No

College or Technical Training

Dates (from & to):

Did you graduate? *

Yes

No

Military Service Background

Date Served (from & to):

Rank at Discharge:

Honorable?

Yes

No

Work & Professional Experience Job #1

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Work & Professional Experience Job #2

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Work & Professional Experience Job #3

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Work & Professional Experience Job #4

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Work & Professional Experience Job #5

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Work & Professional Experience Job #6

List all your jobs beginning with your present employment, going back to when you were a student. Emphasize accomplishments as well as responsibilities.

Name of Employer and Location

Dates (from & to):

Title:

Duties:

Community & Professional Activities & Awards

Activities & Awards (list them)

Financial & Property Information

Credit scores of borrower(s)

List credit scores as well as any previous bankruptcies, foreclosures, and/or judgements.

Number of years in the industry:

What is the source of your down payment (for a purchase)?

Describe the property

Include building square footage and/or land area. Include year built.

If a purchase, will the Guarantor(s) be active in operating the business?

If a refinance, is the Guarantor(s) currently active in the business?

Will any funds for the down payment come from a 1031 exchange (purchase only)?

Yes

No

Please list all key individuals in the business (include ownership percentages):

Has the applicant, any Guarantor, or any entity owned by a Guarantor ever been delinquent on a federal loan (to include student loans, SBA, and/or FHA)? *

Yes

No

If Yes, please explain

Document Uploads

Business Tax Returns *

Maximum file size: 134.22MB

Please upload your Business Tax Returns for 2018 through 2020.

Interim Financial Statements (Business) for 2021 *

Maximum file size: 134.22MB

Personal Tax Returns *

Maximum file size: 134.22MB

Please upload your Personal Tax Returns for 2018 through 2020.

Personal Financial Statement *

Maximum file size: 134.22MB

Fill out this document, sign, and upload here.

Business Debt Schedule *

Maximum file size: 134.22MB

Overview of the Project *

Maximum file size: 134.22MB

Provide a brief written overview of the project and how the loan proceeds will be used.

If this is a purchase, upload your Purchase Contract here:

Maximum file size: 134.22MB

If you are human, leave this field blank.

This is the initial needs list to pre-screen your request for an SBA 7a or 504. We will get in touch with you as soon as we review your submission.

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