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Lender Application

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COMPLETE Application process

#1. Enter Your Basic Info

Please re enter your basic information here.
This will be submitted to the bank so please double check ALL work.

Base plans are based on the population of your municipality, in addition to number of forms and users.

#2. Business Description

Business Description
Detailed use of proceeds (amount of financial request and proposed use of capital)
2016-2018 Income Statement and Balance SheetYTD Income Statement & Balance SheetDebt Summary Schedule (attached)Sales Cycle Description (sample attached)Personal Financial Statement (attached)

#3. Business Financials

Please upload all of your Business Financials for the past 2 years. You must also include your YTD.
We understand that if hardship has faced you recently your financials may be affected.

Tax Returns

Please include the last 2 years of Income Statements as well as your Year To Date (YTD)

2019 Tax Returns. Note: If not available, you must upload your extension here.
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2018 Tax Returns
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2017 Tax Returns
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Receivables & Payables

This is only relevant if your company has outstanding receivables or debt.

Most Recent Accounts Receivable Aging Summary
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Most Recent Accounts Payable Aging Summary
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Financials

Please upload your Recent and 2019 Financials.

YTD Income Statement
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2019 Income Statement
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YTD Balance Sheet
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2019 Balance Sheet
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Debt Summary Schedule

Please upload any other debt information.

Debt Summary Schedule
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#4. Personal Financial Statement

This is required to be completed for all full applications.

Personal Financial Statement

Please upload your Personal Financial Statement. An easy to complete version is available here.

Most Recent Personal Financial Statement
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#5. Anything else we should know?

The more information we can get upfront and the more transparent you can be with the Lender the better.

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#6. Signature Section

Please enter your full name below and email for all loan correspondence.
By typing your name below you certify that you are lawfully authorized to apply for this loan on behalf of the business.

Signature

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