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?

Address Type:

Own

Rent

If you are "Renting", put your Landlord's information here including Full Name, Address, Contact Number & Fax Number: (If you don't pay rent, put 1. Pay Mortgage or 2. No Rent, Live With Family Member)

How much you pay per month in rent or mortgage?

Date of Birth:

Social Security Number:

Borrower Race:

Number of years you completed school including college:

Number of dependents:

Ages of all dependents:

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 $45 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, invoice me for 1 borrower: $45

Yes, invoice me for 2 borrowers: $90

NOTE: If your credit is lock, you must unlock your credit from all 3 Credit Bureaus after you pay your invoice & keep it unlocked for at least 5 days to avoid paying another Invoice Fee of $45. 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!

6 + 1 =

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