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SBA LOAN INTAKE FORM
Acquisitions | Working Capital | Start-Up | Franchise
Are you the borrower or referral partner?
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Select
Borrower
Referral Partner
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Borrower First Name
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Borrower Last Name
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Borrower Email
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Borrower Phone
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Partner First Name
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Partner Last Name
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Partner Phone
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Partner Email
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SBA Transaction Type
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Purchase A Business
Purchase Real Estate
Purchase Business AND Real Estate
Refinance Real Estate
Working Capital/Debt Consolidation
Start Up OR Franchise
New Construction
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Business or Franchise Name
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Estimated Credit Score
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Is there a Purchase Contract or LOI Accepted?
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Yes
No
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Amount of Down Payment Available
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Real Estate Purchase Price
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Business Purchase Price
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Industry (single Option)
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Agriculture, Forestry, Fishing, & Hunting
Arts, Entertainment, & Recreation
Automotive Dealers, Repairs, & Parts
Coaching/Consulting
Construction
Education
E-Commerce
Finance & Insurance
Firearm Sales
Fitness, Sports
Freight Trucking
Funeral Home/Services
Gas Stations
Healthcare
Home Services (Electrician, Garage Door, Plumber, etc)
Information Technology
Legal Services
Manufacturing
Marketing
Mining, Oil & Gas Extraction
Political, Governmental, or Public Organization
Real Estate
Religious Organization
Restaurant, Bar, Diner, Drink & Food Services
Retail Stores
Social Assistance
Transportation & Warehousing
Travel Agencies
Utilities
Wholesale Trade
All Other
Administrative/Support Services
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What year did this business start?
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Loan Amount Requested
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Describe Use of Working Capital (Select All That Apply)
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Payoff Debts
Inventory
Equipment
Repairs/Improvements
Advertising
Payroll
Other
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Original Purchase Date
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Property Type
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Property Street Address
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Property City
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Property State
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Important Notes:
SUBMIT