Business loan application form template
This five-step business loan application form asks the amount, the purpose, the time in business and the annual revenue, followed by the contact details. You can clone this template straight into your Growform account and set your own lending bands.
What the form asks, step by step
Brokers and lenders use a business loan application form to decide which requests to pursue. This template asks four button questions before the contact details.
-
Step 1: “How much would you like to borrow?”
The amount requested determines which lenders and products are worth discussing.
-
Step 2: “What will you use the loan for?”
Equipment, inventory and working capital are each funded by different products.
-
Step 3: “How long have you been in business?”
Many lenders require a minimum time in business, so this answer matters early.
-
Step 4: “What is your annual revenue?”
Annual revenue indicates how much repayment the business can reasonably support.
-
Step 5: “How shall we contact you about your loan?”
Name, email and phone come last.
-
After submitting
The last screen confirms that a funding specialist will be in touch with options.
Who it’s for
This template is for commercial loan brokers, alternative lenders and funding marketplaces that generate their own leads. It is a pre-application that records the amount, the purpose, the time in business and an annual revenue band. Those answers show which product to discuss, and the purpose step separates a request that belongs on an equipment financing application from one for working capital. The form does not collect tax identifiers, bank statements or documents, and it makes no lending decision.
The business loan pre-qualification template also asks for the company’s legal name.
Why this structure converts
- The amount is the first question, and it is the figure every business owner arrives with.
- Revenue is left until step four, after three questions that are easier to answer.
- All four questions offer bands or categories, so the owner does not need to open any accounts to finish.
14-day free trial, no credit card
Make it yours
-
Add a credit question
Add a step asking owners to describe their personal credit if your lenders set a minimum score.
-
Rename the purposes
If you specialize in one product, replace the five purposes with options that fit it, such as types of equipment.
-
Ask for the business name
Add a company name field to the contact step so that you can look up the business before you call.
Send every lead where your team works
Frequently asked questions
Is this the official SBA loan application form?
No. SBA loans have their own official paperwork. This template is a pre-application that a broker can use to find businesses worth guiding through an SBA loan application form.
Can I use it as a merchant cash advance application?
Yes. Change the revenue step to monthly revenue and add a question about card sales, and the template works as a merchant cash advance application for a first conversation.
Does the form approve or decline applicants?
No. It has no scoring or decision rules. Every submission is sent to you with the answers, and a funding specialist decides how to proceed.
What happens next?
-
Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
Start your free trial
Build multi-step forms just like this one. 14-day free trial, no credit card required.