Unlock hundreds more features
Save your Form to the Dashboard
View and Export Results
Use AI to Create Forms and Analyse Results

Forgot Password?
Get Started
OR
Sign UpLogin With Facebook
Sign UpLogin With Google

Business Financing Request Form Template

Streamline Your Process for Business Loan Requests

Applying for business financing can be a daunting task, especially when you need quick results. This customizable business financing request form template is designed for entrepreneurs like you who want to secure funds efficiently. With this template, you can clearly outline your financial needs, provide essential business details, and submit your request with confidence. Benefits include easy data collection, organized submissions, and the ability to integrate seamlessly into your website. Start streamlining your financing requests now with our live template.

Use this Template (FREE) Live Preview
Legal business name
Industry
Business start date
Business address (street, city, state, ZIP)
Business entity type
LLC
C Corporation
S Corporation
Sole proprietorship
Partnership
Nonprofit
Other
Please Specify:
Primary contact full name
Title or role
Contact email
Contact phone
Are you an owner with 20% or more ownership?
Yes
No
Amount requested
Under $25,000
$25,000 - $50,000
$50,001 - $100,000
$100,001 - $250,000
$250,001 - $500,000
Over $500,000
Primary purpose of funds
Please Specify:
Desired timeframe to secure financing
As soon as possible
1-2 weeks
3-4 weeks
1-3 months
More than 3 months
Annual gross revenue
$0 - $100,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
Over $1,000,000
Prefer not to say
Existing business debt outstanding
None
Under $25,000
$25,000 - $100,000
$100,001 - $250,000
Over $250,000
Not sure
Approximate personal credit score range
Under 580
580 - 619
620 - 659
660 - 699
700 - 739
740+
Prefer not to say
May we contact you by phone, email, or text about this request?
Yes
No
Authorized signer full name (type your name as signature)
Signature date
Do you authorize a soft credit inquiry to help match financing options?
Yes
No
{"name":"Legal business name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Legal business name, Industry, Business start date","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a business financing request form template for FormCreatorAI article

When to use this form

Use this form when you need funding to cover specific, near-term business needs. It fits equipment purchases, a second location build-out, inventory for a seasonal spike, or bridging cash flow while invoices are outstanding. Owners, finance managers, and lenders benefit because all key facts land in one place: amount, purpose, timing, documents, and contacts. It speeds reviews, cuts back-and-forth, and helps you compare offers side by side. To verify payment history with suppliers, attach a Trade reference form. If you are applying for a revolving line and want deeper credit details, pair it with the Business credit application form. Together, these steps produce faster decisions and a clear audit trail.

Must Ask Business Financing Request Questions

  1. What amount are you requesting, and exactly how will you use the funds?

    This ties the request to outcomes and exposes the budget behind the ask. Clarity here helps you match loan size to payback and reduces scope creep.

  2. What is your current monthly revenue, average gross margin, and cash on hand?

    These metrics show capacity to service debt and highlight seasonality. Lenders can estimate DSCR and set terms that fit your cash cycle.

  3. What collateral can you pledge, and will you provide a personal guarantee if needed?

    Collateral and guarantees reduce risk and can improve pricing. If none are available, you can set expectations early and explore unsecured options.

  4. What repayment term, payment frequency, and preferred start date do you want?

    Stating these lets reviewers model affordability and stress-test cash flow. After approval, you can set schedules with the Loan repayment form.

  5. Can we contact two trade references and run a business credit check?

    References and a credit check validate reliability and expose red flags. You can authorize the pull with a Credit report request form.

More Forms

Copy/Edit Form Send to Recipients Make a Form w/AI Form Builder Must Ask Questions
  • 100% Free - No Catches
  • Collect Responses Today
  • Tailor to your Look & Feel