Loan Application Checklist
Gather these materials and get moving on your dreams!
You’ll find more forms, plans, templates and videos on Initiate. Several resources are available for free as part of your pre-loan assistance. You’ll receive a link when we respond to your application.
Existing Business Loans
Resources to Help You Apply for a Loan
Personal Financial Statement
Cash Flow Template
Track and project expenses including payroll, supplies, travel, taxes and more.
The 5Cs of Credit
Character, Capacity, Capital, Collateral, Condition – and Communication.
Startup Financial Projections Template
Startups need to build projections focused on understanding the upfront costs and annual costs of running a business; this template will help.
Business Planning Cohorts
More To Help You Prepare for Your Loan
U.S. Small Business Administration
Ready to get Started?
Have everything in order? Let’s get started!