Business loan pre-qualification form template
This six-step business loan pre-qualification form asks the amount, monthly revenue, time in business, the use of funds and the company name, followed by contact details and consent. Clone it into your Growform account and set your own lending bands.
What the form asks, step by step
The first four answers are the numbers a lender checks before anything else, and all of them are offered as bands. The only typed answer before the contact step is the company’s legal name.
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Step 1: “How much are you looking to borrow?”
Bands from under $50,000 to over $1 million route each lead to the right lender.
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Step 2: “What is your monthly business revenue?”
Revenue sets how much the business can realistically borrow and repay.
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Step 3: “How long have you been established?”
Time in business is the first filter most lenders apply.
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Step 4: “How do you intend to use the loan?”
Equipment, expansion, stock or payroll points to the right loan product.
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Step 5: “What is your company’s legal name?”
The legal name lets you look up the business before the call.
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Step 6: “How shall we contact you about your finance enquiry?”
Name, email and phone come last, followed by consent to be contacted.
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After submitting
Borrowers see a thank-you message after “Get finance quotes”, and a broker would add the time they can expect a call.
Who it’s for
Commercial finance brokers, alternative lenders and lead generators in business lending use this template on landing pages for working capital, equipment and expansion loans. A plain loan request form tells you only that someone wants money. This one tells you how much, what the business turns over, how long it has traded and what the funds are for, so a broker can match the lead to a lender before calling. The consent checkbox records permission to contact the borrower about quotes. Consumer lending is covered by the personal loan template.
Why this structure converts
- Every financial question is a set of bands, so owners answer from memory rather than from their accounts.
- Amount and revenue come first, which lets you route large requests to specialist lenders automatically.
- Contact details and consent form the final step, after the borrower has described the business and the loan.
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Make it yours
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Correct the borrowing bands
One borrowing band reads “$500,00 to $1,000,000” in the template. Correct it to $500,000 before you publish, and adjust the bands to the loans you place.
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Add a credit question
A banded question about the owner’s credit score after time in business helps you choose between bank, alternative and asset-based lenders.
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Prove consent to lenders
If you pass leads to lenders, turn on TrustedForm certification so each submission carries proof of the consent checkbox.
Send every lead where your team works
Frequently asked questions
Is this a business loan application form?
No. A business loan application form collects financial statements, ownership details and signatures for underwriting. This is the pre-qualification step that decides which lender, if any, should receive the application.
What does a business loan form need to ask first?
The amount, the revenue, the time in business and the purpose. This template asks those four as bands, then the company name, the contact details and consent.
Can I turn away leads that do not qualify?
Yes. Conditional logic can show a different thank-you screen when a business is under a year old or below your revenue threshold, and your CRM can tag the lead from the same answers.
Which tools does it connect to?
Leads are emailed to you by default, and Growform can also send them to Salesforce, HubSpot, FLG, Close and thousands of other tools.
What happens next?
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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.
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