Bank Loan Request Package

A loan officer looks at three things, in this order: can this business repay the loan out of its own cash flow, what collateral stands behind it if something goes wrong, and does the character of the owner and the plan give confidence. This package puts your answer to all three in one place, with every attachment a lender expects checked off.

1. Business Summary

Legal business name

Entity type

Years in business

Date

Business address

Owners and percent ownership

What the business does

2. Loan Request

Amount requested

Term requested

Uses of Funds

Break the amount requested into exactly what it pays for. The lines below should add up to the amount requested, to the penny.

Uses of funds, item and amount
Use of Funds	Amount	Remove

Total Uses of Funds $0.00

Matches amount requested

Collateral offered

3. Attachment Checklist

Check off each document as you gather it. Bringing a complete package the first time is one of the fastest ways to move a loan request forward.

4. Signatures

Print this page and sign it by hand before it goes into the package.

Owner signature

Date

Co-owner signature (if any)

Date