Document pack
Business Loan Application Packet: Lender Checklist, Personal Financial Statement, Debt Schedule, Use of Funds, Cash Flow and Cover Letter
Walk into the bank with a complete, organized package instead of a pile of statements.
$29 one time · Word and PDF · download link by email
Who it is for
Small business owners applying for a bank or SBA loan, and the bookkeepers preparing their financials.
Why it is different
- Organized the way a loan officer reads a file.
- Templates for the schedules lenders always ask for.
- Word files to fill in and PDFs to print.
What is inside
- Lender document checklist. What lenders and SBA lenders usually ask for.
- Personal financial statement guide. What to gather for SBA Form 413.
- Debt schedule. Every business debt on one page.
- Use-of-funds worksheet. Where every dollar goes and how it's repaid.
- 12-month cash flow projection. Month-by-month cash in and out.
- Loan request cover letter. A one-page fill-in letter to the loan officer.
A look inside
The first pages, as you will get them
Get it
Business Loan Application Packet
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not financial or legal advice. Your lender's own checklist controls; talk to your accountant before you sign loan documents. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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