Loan Applications

Once you have verified SBA eligibility, the first step to get started will be to complete our loan submission form. You will then be prompted you to our online application process. You can also access PDF versions of the applications below.

 

Unable to access our loan applications using the links above? Please fill out this brief form and we will email the PDFs directly to your inbox.

Sba loans typically require the following documents:

  1. Loan application

  2. Personal financial statement

  3. Personal & Business tax returns (2-3 years)

  4. Business interim financial statements (dated within 120 days)

  5. Projections (if business is less than two years old or expanding)

  6. Affiliate business tax returns (2-3 years)

  7. Affiliate business financial statements (dated within 120 days, only needed for 7(a) projects)

  8. Business history (business plan if less than two years old)

  9. Organizational Documents (i.e. bylaws, articles of incorporation, operating agreements, etc.)

  10. Cost documents (such as real estate purchase contract)

  11. Lease documents (only needed for 7(a) projects)

  12. Previous SBA financing documents

SBA Forms & Documents

Need quick access to SBA forms and documents? We’ve created an archive with the most up-to-date material that can be downloaded with the click of a button.

SBA 504 Forms

 

SBA 7(a) form

 

ENVIRONMENTAL FORMS:

unsplash-image-n95VMLxqM2I.jpg

Ready to submit?

The first step will be to complete our loan submission form.

Click Here