Document Library

Loan Application Forms & Documents

Download professional loan application forms, checklists, and templates. All documents are ready to fill out and submit with your funding request.

17+
Document Templates
6
Categories
Free
To Download
24/7
Access

Core Applications

Essential forms required for all loan applications

6 forms
PDF Ready
Master Document Checklist
Complete checklist of all required documents for loan applications
Fillable PDFPDF Ready
Business Funding Application
Primary application form for business funding requests
Fillable PDFPDF Ready
Credit Authorization Form
Authorization to pull credit reports for all principals
Fillable PDFPDF Ready
Personal Financial Statement
Detailed personal financial statement for guarantors
PDF Ready
Real Estate Experience Form
Document your real estate investment experience
PDF Ready
Business Plan Template
Comprehensive business plan template for loan applications

Product-Specific Applications

Specialized forms for specific loan products

3 forms
Fillable PDFPDF Ready
Commercial Real Estate Loan
Application for office, retail, industrial, and multifamily properties
PDF Ready
Equipment Financing Application
Finance machinery, vehicles, and business equipment
PDF Ready
Construction Loan Application
Ground-up construction and major renovation financing

Government-Backed Loans

SBA and government-guaranteed loan programs

1 form
Fillable PDFPDF Ready
SBA 7(a) Loan Application
Small Business Administration 7(a) loan program application

Specialty & Industry-Specific

Tailored applications for specific industries

3 forms
PDF Ready
Medical Practice Loan
Financing for medical, dental, and healthcare practices
PDF Ready
Gas Station & C-Store Loan
Acquisition and refinance for fuel stations and convenience stores
PDF Ready
Hotel & Hospitality Loan
Financing for hotels, motels, and hospitality properties

Bridge & Alternative Financing

Short-term and non-traditional financing options

2 forms
PDF Ready
Bridge Loan Application
Short-term bridge financing for acquisitions and repositioning
PDF Ready
Hard Money Loan Application
Asset-based lending for fix-and-flip and rehab projects

Closing & Servicing Documents

Documents for loan closing and ongoing servicing

2 forms
PDF Ready
Closing Disclosure
TRID-compliant closing disclosure form
PDF Ready
Promissory Note
Standard promissory note template

Need Help With Your Application?

Our lending specialists are ready to guide you through the application process and answer any questions about required documentation.

How to Use These Documents

1

Download the Required Forms

Start with the Master Document Checklist to identify which forms you need, then download the relevant application forms for your loan type.

2

Complete All Sections

Fill out each form completely and accurately. Incomplete applications may delay processing. Use the field descriptions as guidance.

3

Gather Supporting Documents

Collect all supporting documentation listed in the checklist, including tax returns, financial statements, and property information.

4

Submit Your Application

Submit your completed forms and documents through our online portal or contact us directly for assistance with your application.