Document pack
Business Loan Application Packet: Lender Checklist, Personal Financial Statement, Debt Schedule, Use of Funds, Cash Flow and Cover Letter
Walk into the bank with a complete, organized package instead of a pile of statements.
$29 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Small business owners applying for a bank or SBA loan, and the bookkeepers preparing their financials.
Not the right fit if
You want a loan approved or arranged for you: this organizes your package, and your lender's checklist controls.
Why it is different
- Organized the way a loan officer reads a file.
- Templates for the schedules lenders always ask for.
- Word files to fill in and PDFs to print.
What is inside
- Lender document checklist. What lenders and SBA lenders usually ask for.
- Personal financial statement guide. What to gather for SBA Form 413.
- Debt schedule. Every business debt on one page.
- Use-of-funds worksheet. Where every dollar goes and how it's repaid.
- 12-month cash flow projection. Month-by-month cash in and out.
- Loan request cover letter. A one-page fill-in letter to the loan officer.
A look inside
The first pages, as you will get them
Get it
Business Loan Application Packet
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not financial or legal advice. Your lender's own checklist controls; talk to your accountant before you sign loan documents. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Business Loan Application Packet comes as a zip with six documents, each as an editable Word file and a printable PDF: Lender Document Checklist, Personal Financial Statement Guide, Debt Schedule, Use of Funds Worksheet, 12 Month Cash Flow Projection, and Loan Request Cover Letter. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not financial or legal advice. Your lender's own checklist controls; talk to your accountant before you sign loan documents.
Is it the right fit for me?
It is made for small business owners applying for a bank or SBA loan, and the bookkeepers preparing their financials. Skip it if you want a loan approved or arranged for you: this organizes your package, and your lender's checklist controls.
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