Loan Application  ·  Popular

Simplify Your Small Business Loan Application

Collect business details, loan request information, and financial disclosures from applicants with this easy-to-use small business loan form.

Use This Template Free Preview
Teal theme
formbuilder.ai/f/small-business-loan-application-form
Small Business Loan Application Form
Business Owner Full Name
· · ·
Business Legal Name
· · ·
DBA (Doing Business As)
· · ·
Submit

The Small Business Loan Application Form is designed to help lenders, credit unions, and financial institutions efficiently gather all the critical information needed to evaluate a small business loan request. It captures essential business details such as legal name, structure, EIN, industry type, and years in operation alongside owner contact information.

This form is ideal for community banks, alternative lenders, microfinance organizations, and any institution offering business financing. Applicants can clearly specify their loan amount, describe how funds will be used, select a desired repayment term, and disclose any existing debt obligations — giving underwriters a comprehensive picture from the start.

By digitizing the loan application process, you eliminate paperwork bottlenecks, reduce errors, and speed up review cycles. Customize the form to match your lending criteria and brand, then embed it on your website or share it directly with applicants to start collecting submissions instantly.

4 Pages
29 Questions
~10min To complete
Free No credit card needed
Field types Dropdown ×4 currency ×4 File Upload ×4 Short Text ×3 number ×3 Date ×2 Full Name Address Phone Email Website URL Long Text Yes / No termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Business Information 12 questions
Business Details
1 Business Owner Full Name * Full Name
2 Business Legal Name * Short Text
3 DBA (Doing Business As) Short Text
4 Business Structure * Dropdown
5 EIN / Tax ID Number * Short Text
6 Date Business Established * Date
7 Industry / Business Type * Dropdown
8 Number of Employees * number
9 Business Address * Address
10 Business Phone Number * Phone
11 Business Email Address * Email
12 Business Website Website URL
Page 2 Loan Details 6 questions
Loan Request Information
1 Loan Amount Requested * currency
2 Purpose of Loan * Dropdown
3 Please describe how the loan funds will be used * Long Text
4 Desired Repayment Term * Dropdown
5 Do you have existing business loans or lines of credit? * Yes / No
6 Total Outstanding Business Debt (if any) currency
Page 3 Financial Information 8 questions
Business Financial Details
1 Annual Business Revenue (most recent year) * currency
2 Monthly Net Income * currency
3 Business Credit Score (if known) number
4 Personal Credit Score (approximate) * number
Supporting Documents
Please upload the following documents to support your application. Accepted formats: PDF, JPG, PNG, DOC.
5 Business Tax Returns (last 2 years) * File Upload
6 Business Bank Statements (last 3 months) * File Upload
7 Profit & Loss Statement * File Upload
8 Business Plan or Financial Projections File Upload
Page 4 Authorization & Consent 3 questions
Applicant Declaration
By signing below, I certify that all information provided in this application is true and complete to the best of my knowledge. I authorize the lender to verify any information provided and to obtain credit reports as needed to process this application.
1 I agree to the terms and conditions and authorize a credit inquiry for the purpose of evaluating this loan application. * termsandconditions
2 Applicant Signature * Signature
3 Date Signed * Date

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.

  • Ready-to-use structure — pre-configured fields out of the box
  • Applied "Teal" theme — fonts, colors, and layout already set
  • Mobile-responsive — works on every device without extra configuration
  • Fully editable with drag-and-drop — change anything in seconds
  • Free to use on any plan, no credit card required

Use this template

Free to use. Open in the editor, customize, and publish in minutes.

Use This Template Free Preview the form
Category Application
Subcategory Loan Application
Theme Teal
Badge Popular
Price Free
Coding required None
Tags
Finance Banking Data Collection

Make it match your brand — choose from 5 designer themes or fully customize colors, fonts, and layout.

Explore form themes →

More Templates

Browse more free templates for every use case.

View all templates →
Full Name
· · ·
Email Address
· · ·
Submit
Job Application
Job Application Form
Full Legal Name
· · ·
Email Address
· · ·
Submit
Rental Application
Residential Rental Property Application Form

Ready to build
your form?

Use this template free — no credit card required.

Browse Templates in App