COMPANY BACKGROUND

Step One:  Answer two qualifying questions to make sure you are elligible for the loan program.

Do you have less than 100 employees in your business? Yes No
(If over 100, it does not qualify for some programs.)

Is the average annual sales of your company over the past three years under $5 million? Yes No
(If average annual sales for the preceding three years exceeds $5 million, it does not qualify for some programs.)

Step Two:  Fill out the following background information for your business.  This is the essential data that a bank will need to know in order to begin the loan process. To save both you and the bank valuable time, please fill out the following information and print this page for your records before you proceed to the next section.

Last Name                        First Name                          Middle Initial 

Company Name

Address City   State   Zip

Phone Fax   

E-mail Website  

Type of Business: Choose one- Corporation Sole Proprietor  Partnership

If Corporation: Limited Liability Company Subchapter S Other

If Partnership: Limited Other   Do you have a written agreement? Yes No

Please enter numerical numbers rounded to nearest dollar and omit punctuation, for example: for $100,000.00, please enter 100000.

Loan Amount:  

List how you are allocating the loan proceeds, place each item and amount on a separate line.  For example, if you are spending $40,000 on equipment, place "Equipment, $40,000" on one line.  *This box is for your use only.  The bank will need to know how you are allocating the funds.

 

Step Three:  Press "Send Amount" to record your loan amount.

Step Four:  Print this page for your records before proceeding.  This is the essential data that a bank will need to know in order to begin the loan process. 

Step Five:  After you have printed your company background, please proceed to the next section by clicking on "Management" in the left-hand column or the arrow to the right.