The Pre-Qualification Application for Commercial Financing is designed to collect the essential information needed to evaluate your business’s eligibility for funding.
Completing this application allows lenders or brokers to review your company’s financial position, credit strength, funding needs, and overall readiness for commercial financing—without requiring a full credit check or extensive documentation at this stage.

This pre-qualification process helps determine:

• The type of financing your business is best suited for
• The estimated loan amount you may qualify for
• The most appropriate loan programs based on your revenue, credit, and operational profile
• Whether additional documentation is needed to move forward

Submitting this form does not obligate you to accept financing and does not constitute final approval. It simply provides a preliminary assessment to streamline and accelerate the formal underwriting process if you choose to proceed.

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Borrower Information : Primary Borrower Name:

Title / Role:

Title / Role:

• Individual
• LLC
• Corporation
• Partnership
• Other:

Other : Type Here

SSN / EIN:

Date of Birth / Incorporation:

Home / Business Address:

Phone:

Email:

Co-Borrower (if applicable):

Phone (Co-Borrower):

E-mail (Co-Borrower):

LOAN AMOUNT DETAILS: Loan Amount Requested

Purpose of Loan:

• Business Acquisition
• Working Capital
• Equipment Purchase
• Real Estate

Proposed Loan Term:

Number of Years

Preferred Loan Type

• SBA 7(a)
• SBA 504
• Conventional
• Asset-Based
• Other

Other : Type Here

Equipment of LOAN

Target Business Financial Snapshot: Annual Gross Revenue (Most Recent)

EBITDA / Net Operating Income

Total Assets Value

Total Liabilities

Fleet / Equipment Value

Contracts / Key Clients

Number of Years in Operation:

Employees:

Borrower Financial Snapshot: Credit Score (Approximate):

Net Worth

Liquid Assets / Cash Available:

Annual Personal Income:

Personal Guarantees Available :

• Yes
• No

Business Ownership / Industry Experience

• Trucking / Logistics
• Business Ownership
• Management

Briefly describe relevant background:

Submit