Commercial Financing
Applying for commercial financing? These are the forms I ask for most often. Download the ones you need, fill them in on your computer, then sign and send them back to me.
What you will need
Start with the checklist for your loan type. Select a checklist to enlarge it.
Forms to download
Personal Financial Statement
Fillable PDF, 3 pages
Your personal assets, liabilities, income and expenses, with supporting schedules. Totals and net worth calculate automatically.
Balance Sheet
Fillable PDF, 1 page
Your company's assets, liabilities and owners' equity as of a single date. Subtotals and the balance check calculate automatically.
Business Debt Schedule
Fillable PDF, 1 page
Every business loan, note, contract and mortgage, with balances, rates and payments. The total should agree with your balance sheet.
Rent Roll
Fillable PDF, 1 page
For income properties: every suite or unit, including vacant space, with its tenant, square footage, lease dates and monthly rent. Totals and occupancy calculate automatically.
SBA Form 413: Personal Financial Statement
Fillable PDF, 6 pages
The U.S. Small Business Administration's own personal financial statement, used for SBA 7(a) and 504 loan requests.
Before you start
- Save each form to your computer and open it with the free Adobe Acrobat Reader. Some web browsers will not run the automatic totals.
- Use the same as-of date on your Balance Sheet and Business Debt Schedule so the two agree.
- Not sure which forms your loan needs? Ask me first and I will tell you exactly what to complete.
Questions, or ready to send your forms back? Contact me or call 949-278-1430.
Commercial Finance Broker License: DBD Capital, Inc., CA DRE #02071582. Completing these forms is not a loan approval or a commitment to lend.
