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SBA Loan Analysis Input Form

Fill out the form and click on SUBMIT at the bottom of the form.
Our Small Business Administration Loan experts will find the right loan for you.
The red fields are required for all businesses and the magenta fields are required for existing businesses.

APPLICANT COMPANY
Your Name
Your Email
Company
Address
City, St  Zip ,   
Telephone (aaa)xxx-xxxx
Fax (aaa)xxx-xxxx
Email
WWW Site
New Business
Existing Business - Date Established [mm/yyyy]
Number of Employees
Franchise Name
Company Legal Structure:
Sole Proprietor
Limited Liability Company (LLC/LLP)
Corporation
'S' Corporation
Description of Business
  Number of Owners with 20% or more ownership of company
OWNERSHIP OF APPLICANT COMPANY
Owner  - Percent Ownership  % (Change "owner" field to display owner information.)
Name
Title
Address
City, St, Zip ,   
Telephone(Day) (aaa)xxx-xxxx
Telephone(Eve) (aaa)xxx-xxxx
Telephone(Fax) (aaa)xxx-xxxx
Email
MANAGEMENT HISTORY (Answer all questions in this section)
Yes No 1. Have you had training in management?
 Years 2. How many years of management experience have you had?
 Years 3. How many years of management experience in this specific type of business?
Yes No 4. Do you have an experienced, successful management force assisting you?
CREDIT HISTORY (Answer all questions in this section)
Yes No 1. Have you defaulted on a loan?
Yes No 2. Have you previously filed for bankruptcy?  (If "No", skip to 4)
Yes No 3. If the you filed for bankruptcy, was the bankruptcy successfully resolved?
Yes No 4. Do you have a record of on time payments for the past 3 years?
 Loans 5. How many loans (cars, houses, business, etc) were repaid on time in the last 3 years?
ESTIMATED PROJECT COST & LOAN AMOUNT

(Enter your amounts as whole $ amounts without commas)

$   1. Land Acquisition
$   2 New Building Construction
$   3. Land & Building Acquisition
$   4. Building Improvements/Repairs
$   5. Acquisition of Machinery/Equipment
$   6. Acquisition of Furniture/Fixtures
$   7. Inventory Purchase
$   8. Working Capital (including Accounts Payable)
$   9. Acquisition of all or part of Existing Business
$   10. Payoff Bank Loan
$   11. Other Debt Payment
  12. Estimated Closing Costs
$       Survey Fee
$       Title Insurance
$       Appraisal Fees
$       Legal Fees
$       Other
$   13. Franchise Fee
$   14. Other Costs
$   15. Other Costs
$   TOTAL ESTIMATED PROJECT COSTS
$   LESS OWN CASH INJECTED (25%)
$   TOTAL LOAN REQUESTED
PAYMENT
 Years  1. Requested payment time in years.
 %  2. Expected Yearly interest rate to be.
$   3. Your estimated monthly payments will be.
Yes  No  4. Will your future profits provide for repayment?
Yes  No  5. Do you have a well developed business plan.
$   6. What do you estimate your net profits before taxes will be in the first year.
ASSETS - Personal

Enter your assets and the amount they are valued:

$       Cash on hand & in Banks
$       Savings Account
$       IRA or Retirement Account
$       Life Insurance - Cash Surrender Value Only
$       Stocks, Bonds, CD's
$       Real Estate - Present Value
$       Automobile - Present Value
$       Other Personal Property
$       Other Assets
$   TOTAL ASSETS
$   Total Annual Household Income - (Do not include income from this business)
LIABILITIES - Personal
Enter your Debts and the amount they are valued:
  $       Accounts Payable
  $       Notes Payable to Bank & Others
      $  Monthly Payments
  $       Installment Accounts (Auto) - Balance Due
      $  Monthly Payments
  $       Installment Accounts (Credit Cards) - Balance Due
      $  Monthly Payments
  $       Installment Accounts (Other) - Balance Due
      $  Monthly Payments
  $       Mortgage on Real Estate - Balance Due
      $  Monthly Payments
  $       Loan on Life Insurance
  $       Unpaid Taxes
  $       Other Liabilities
  Contingent Liabilities
  $       As Endorser or Co-Maker
  $       Legal Claims or Judgments
  $   TOTAL LIABILITIES
    $  TOTAL MONTHLY PAYMENTS
COLLATERAL
Enter your collateral: (not items to be purchased with loan), and the amounts they are valued. Equipment should be valued at cost minus depreciation.
  $       Equipment/Machinery
  $       Real Estate
  $       Other
 ($ )    (Minus Mortgage/loans due)
  $   TOTAL COLLATERAL