Loan Form

Business Cash Flow

Tax Return 2021
Tax Return 2022
Tax Return 2023
Profit & Loss 2024
What was the revenue for the business?
What was the net profit (before taxes)?
Were there any depreciation expense?
Was there any amortization expense?
Was there any interest expense?
Was there any officer salary expense?
Total Available Cash Flow from the business:

Business Debt Schedule

Lender Name
Monthly Payment
Current Loan Balance
Will this debt be refinanced with the SBA loan?
+ Add Additional Row– Remove Entry

Affiliate Business Cash Flow

Tax Return 2021
Tax Return 2022
Tax Return 2023
Profit & Loss 2024
What was the revenue for the business?
What was the net profit (before taxes)?
Were there any depreciation expense?
Was there any amortization expense?
Was there any interest expense?
Was there any officer salary expense?
Total Available Cash Flow from the affiliate business:

Affiliate Business Debt Schedule

Lender Name
Monthly Payment
Present Balance
Will this debt be refinanced with the SBA loan?
Total
+ Add Additional Row– Remove Entry

Personal Income

Borrower and Spouse W-2 Income
What was the revenue for the business?
Net Social Security/Ongoing retirement/Pension income:
other outside income
Total Business K-1 Income from entities not fully owned by borrower.
How much did the borrower pay in taxes on their most recent personal tax return?

Personal Real Estate Income

Net Income from rental real estate
Depreciation
Mortagage Interest
Total Rental Real Estate Income

Personal Debt/Liabilities.

How much ongoing monthly debt payments does the borrower have?
Credit Card(s):
Rent or Mortgage
Auto Loan(s)
Schools Loan(s)
Other Debt(s)
Management Experience
How much experience does the borrower have in the subject industry ? **For less than a year, input a 0
How many years has the business been operating ?  **For less than a year, input a 0

Collateral

Does the borrower or any business entity owned by the borrower own any real estate?
Address
Current Property Value
Current Loan Balance
+ Add Additional Row– Remove Entry

Credit

What is the borrwer's estimate FICO credit score?
Does the borrower(s) currently have or has the borrower(s) had any of the following in the last 10 years?
Loan Success
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