SBA Loan Program

First Name & Last Name:

Contact Number:

Email Address:

Full address including city, state, zip & county:

How long have you lived at this address? If less than 2 years, provide previous address including city, state, zip and date moved in.

Address Type:

Own

Rent

How much you pay per month in rent or mortgage?

Date of Birth:

Social Security Number: (We must pull your credit)

Estimated Credit Score:

Upload Credit Report here: (if any)

Borrower Race:

List the names and ages of all dependents. (If none, put N/A)

Property Type:

Zip Code or City & State where property will be located:

Business use for the Proceeds: (Provide full details)

Business Name:

Contact Number:

Full address including your city, state & zip:

Tax ID Number:

Business Start Date:

State of Incorporation:

Website:

What industry is the business in? (describe in detail what the business does)

Will your business occupy more than 50% of the property square footage?

No

Yes

List all Owners and percentage of ownership: (Must equals to 100%)

What is the business average bank balance?

How many employees does the business have?

If yes, how much per month?

Total monthly income for current month:

Total monthly income for previous month 1:

Total monthly income for previous month 2:

Total monthly income for previous month 3:

Is there a Co-Borrower?

No, there is no Co-Borrower

Yes, there is a Co-Borrower and he/she will complete their application next

Yes, I am the Co-Borrower & this is my application

If so, put their full name here or put N/A: (If you are the Co-Borrower, put the Borrower's full name here)

Name of your bank where you hold the Down Payment?

Is your project ready to Move Forward Immediately?

No

Yes

If yes, reason for Turn Down?

Have you or any of the business owners ever defaulted on government debt before? (SBA, Fannie Mae, FHA, student loans, etc.) If yes, explain in detail or put N/A:

Do you or any of the Owners have back taxes or liens, judgments, bankruptcies, foreclosures, late payments, collections, criminal convictions, open lawsuits or other significant derogatory accounts? If yes, explain in detail or put N/A:

Strengths & Drawbacks of Transaction:

Exit Strategy: (In detail & at least 4 paragraphs)

There will be a one-time Tri-Merge Credit Report fee of $57 per borrower & you’ll be re-directed to the site pay after completion of this application. PhoneOps has to pull your credit to see what you qualify for. Do you understand?

No, Disregard my Application

Yes, I will pay $57 after completing this application

NOTE: If your credit is lock, you must unlock your credit from all 3 Credit Bureaus after you pay your invoice & keep it unlocked until we pull your credit to avoid paying another fee of $57 per person. Do you understand?

No, Disregard my Application

Yes, all 3 Credit Scores are Unlocked. PhoneOps may pull my Credit

Enter the name of the person that sent you to this site to place your file as "Priority".

This completes the Application. Please Rate your opinion:

1-Boring

2-Too long

3-It was fine. Not too long

4-Anxious in getting Pre-Approved

5-Excited, would like for someone to call me ASAP!

Checking this box means you agree to our terms which are: 1: You willingly applied online to one of PhoneOps mortgage loan programs and will complete the 3-Step Process for potential loan approval. 2: You agree that PhoneOps must pull your credit. 2. You agree that your credit is unlocked. 3. You agree that the one-time Tri-Merge Credit Report fee of $57 is NON REFUNDABLE.

1 + 2 =

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