sbfdoc.com

Name:

Company:

Address:

Telephone:

E-mail:

1. What type of loan service does your company need?

Establish a first loan or line of credit

Refinance an existing loan

Add a new loan or line of credit

Commercial real estate loan

2. If your company has existing loan, what size is it?

3. If your company has an existing loan, how is it collaterized?

Cash

Real Estate

Stocks/Bonds

Personal Guaranty

Other

4. What is your personal Net Worth?

6. What is the purpose of this loan?

Permanent working capital?

Inventory and accounts receivables financing

Purchase of equipment

New Construction/Expansion

Aquizition of another business

Finance the purchase of commerical real estate

Other:

7. Please indicate the size of oan you want (minimum $25,000):

8. Which type of loan are you considering?

Line of Credit

Term Loan

SBA Loan

No preference

9. How would you rate your business credit?

A - Always pay bills and long bill paying history (4+ years in business)

B - Generally pay bills and shorter bill paying history (2-4 years in business)

C - Some missed bill payments or short bill paying history (1-2 years in business)

D - Some missed bill payments or short bill paying history (1-2 years in business)

E - Startup (less than 1 year in business)

What is your company's profit after tax as a percentage of sales?

Greater than 25%

15_25%

5 - 15%

0-5%

11. Has your company filed for bankruptcy within the last 5 years? yes no

12. What is the net worth of your company?

13. If this loan will be personally guaranteed, does the guarantor own a home?

Yes

No

Not Necessary

14. Do you want your lending institution to have an office near your area?

Preferred

Not necessary

15. What type of organization is your company?

Corporation-publicly owned

Corporation-privately owned

Partnership

Proprietorship

Trust

16. How long has your company been in business?

17. Who is your current Lender/Bank?

18. Do you have a current business plan? (yes/no)

Do you have a current marketing plan? (yes/no)

= Required