--- title: "Business Loan Application Packet: Checklist and Templates" description: "Put together a lender-ready loan package: the documents banks and SBA lenders usually ask for, an SBA Form 413 guide, a debt schedule, a use-of-funds…" url: "https://mcc-solutionsnj.com/toolkits/business-loan-application-packet" --- 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 · 14-day full refund · Word and PDF · download link by email Buy now, $29 Free sample 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Small business owners applying for a bank or SBA loan, and the bookkeepers preparing their financials. Not the right fit if You want a loan approved or arranged for you: this organizes your package, and your lender's checklist controls. 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 [![Page 1 of the Lender Document Checklist (Business Loan Application Packet)](/img/toolkits/business-loan-application-packet/doc-1.webp)](/img/toolkits/business-loan-application-packet/doc-1.webp) First page of Lender Document Checklist [![Page 1 of the Personal Financial Statement Guide (Business Loan Application Packet)](/img/toolkits/business-loan-application-packet/doc-2.webp)](/img/toolkits/business-loan-application-packet/doc-2.webp) First page of Personal Financial Statement Guide Get it ## Business Loan Application Packet Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=business-loan-application-packet) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. 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. Ways to get it ## Just this kit, or more This kit **$29 one time** Business Loan Application Packet. Buy this kit Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Business Loan Application Packet comes as a zip with six documents, each as an editable Word file and a printable PDF: Lender Document Checklist, Personal Financial Statement Guide, Debt Schedule, Use of Funds Worksheet, 12 Month Cash Flow Projection, and Loan Request Cover Letter. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** General information, not financial or legal advice. Your lender's own checklist controls; talk to your accountant before you sign loan documents. **Is it the right fit for me?** It is made for small business owners applying for a bank or SBA loan, and the bookkeepers preparing their financials. Skip it if you want a loan approved or arranged for you: this organizes your package, and your lender's checklist controls. Free sample ### Try one page first Get a real page or file from this product by email. We send one confirmation email, and no series follows. Also from MCC Solutions [### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook)[### Sales-Channel Profit Tracker Which channel makes you money, and which one only looks busy? 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