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Small Business Loan Intake Form Template

Streamline Your Loan Application Process with Ease

Applying for a business loan can be overwhelming, but with our Small Business Loan Intake Form Template, you can simplify the process. This template is designed for small business owners who need a straightforward way to provide critical information to lenders. Enjoy benefits like accelerated decision-making, improved organization of application data, clear communication with loan officers, and enhanced chances of approval. Utilize the live template to start gathering the information you need for successful loan applications.

Use this Template (FREE) Live Preview
Applicant full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
Any
Legal business name
Entity type
LLC
Corporation (C or S)
Sole proprietorship
Partnership
Nonprofit
Other
Please Specify:
Business start date
Business address (street, city, state, ZIP)
Primary industry
Please Specify:
Desired loan amount (USD)
Planned use of funds
Please Specify:
How soon do you need the funds?
Within 1 week
1-2 weeks
2-4 weeks
1-3 months
3+ months
Annual business revenue (most recent year)
Under $50,000
$50,000 - $99,999
$100,000 - $249,999
$250,000 - $499,999
$500,000 - $999,999
$1,000,000+
Approximate personal credit score of primary owner
Below 550
550 - 599
600 - 649
650 - 699
700 - 749
750+
I am not sure
Are there any active bankruptcies?
Yes
No
Are there any outstanding tax liens or judgments?
Yes
No
Do you currently have any business loans or advances?
Yes
No
Majority owner full name
Ownership percentage of majority owner
Majority owner date of birth
Can you provide the last 3 months of business bank statements?
Yes
No
Do you authorize a soft credit inquiry to help prequalify your business?
Yes
No
Typed name (acts as signature)
Signature date
I certify that the information provided is true and accurate to the best of my knowledge.
Yes
No
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Paper art illustration depicting a small business loan intake form design for FormCreatorAI article

When to use this form

Use this intake form when you need to gather the essentials to pre-qualify a small business for funding. It is ideal for lenders, brokers, and finance teams who must collect owner details, use of funds, revenue, debt, and collateral in one pass. Use it for working capital before a seasonal rush, opening a second location, or refinancing high-cost advances. Trade reference form can help you verify supplier payment history. Car loan application form is better for vehicle-only financing. The outcome is faster screening, fewer back-and-forth emails, and a clean package your underwriting team can move to a decision.

Must Ask Small Business Loan Intake Questions

  1. How much funding do you need and for how many months?

    This sets clear expectations and lets you match the request to the right product and amortization. It also prevents over- or under-funding that can cause repayment strain.

  2. How will you allocate the funds across specific uses (inventory, payroll, equipment, refinance)?

    A detailed use-of-funds plan shows priorities and expected ROI. It also flags any restricted uses and tells your team which documents to request.

  3. What are your average monthly revenue and average bank balance for the last 3 months?

    Recent cash flow and liquidity signal repayment capacity. Using a short lookback reduces guesswork and speeds pre-approval.

  4. What existing debts do you have, and are any accounts past due?

    Knowing the debt stack and performance shapes your risk grade and payment structure. Uniform borrower assistance form helps you document hardship if payments are late.

  5. Do you authorize us to contact your accountant and current lender to verify balances and payoffs?

    Direct permission speeds verification and avoids delays. Letter of agency (LOA) form can capture formal consent if your process requires a signed authorization.

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