SBA Loan

Referred by: *

Have you ever had a SBA loan or PPP loan? (including PPP, EIDL, or other SBA programs) *

Yes

If yes, please provide details for each loan. *

Type of loan (PPP, EIDL, etc.) - Approximate date received - Original loan amount - Current status (Fully paid, Partially paid, In deferment, In default) - Remaining balance (if any)

IMPORTANT: Complete and accurate disclosure of all previous SBA loans is required for your application to proceed. Providing incorrect or incomplete information regarding prior government loans may delay processing, affect eligibility determination, or prevent us from assisting you. We use this information solely to determine how we can best help with your current funding needs.

Social Security Number *

First Name *

Last Name *

Phone *

Email *

Date of birth *

Mother's maiden name *

Address *

City *

State *

Postal code *

Residence Info

In what year did you move into your current address? *

In what month did you move into your current address? *

Your previous Address *

Your previous city *

Your previous state *

Your previous postal code *

In what year did you move into your previous address? *

In what month did you move into your previous address? *

Do you rent or own your current home? *

I rent my home
I own my home
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How much is your current monthly rent/mortgage? *

Business Info

Business street address *

Business city

Business state

Business postal code

Business name *

EIN Number *

What industry is your business in? *

Example: Transportation, Retail, Consulting, Food Services, etc.

Gross Revenue (average)

Enter your average business revenue before expenses. Example: $150,000 per year

How many employees if any does your business currently have?

Enter a number (including yourself, if applicable).

How long you've been in business?

Please specify by years and months

SBSS Score

Experian Credit Score

Do you currently have any active business loans/credit cards? *

Yes
No
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If yes, please provide the following details: Loan type (e.g., MCA, Term Loan, etc. ) *

Lender name *

Remaining loan balance *

Monthly payment amount *

Documents

Do you need support finalizing or organizing key documents for this funding process?

Yes
No, thanks!
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I will need support finalizing or organizing key documents for this funding process. Which areas do you need help with? (Select all that apply)

Document organization

Finalizing personal or business paperwork, including income-related records for submission

Support with EIN verification or retrieval

Driver's license *

Clear color copy of your license showing all four corners

Social Security Card *

Clear color copy of your social security card showing all four corners. W2 is also acceptable

Current Billing Statement *

Personal taxes

Most recent 2 Years (all pages). If 2023 is on extension provide proof.

You can upload multiple files

Business taxes *

Most recent 2 Years (all pages). If 2023 is on extension provide proof.

You can upload multiple files

EIN Letter *

Articles of Incorporation *

Operating Agreement or Bylaws *

Voided Check *

Wiring instructions *

Please screenshot or upload the wiring instructions. You can typically find it in your mobile banking app. If you need assistance, contact your bank. Please see sample screenshot below

Profit & Loss Statement

Balance Sheet

year-to-date

Use of Funds Breakdown

Business Lease

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