Commercial Loan Application

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person or business that opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth, if applicable, and other information that will allow us to identify you.
We may also ask to see your driver's license or other identifying documents.

Which Broker are You Working With?
  • - select a broker -
  • Angelique Blake
  • Caleb Walsh
  • Jason Sandusky
  • Josh Mance
  • Matthew Carver
  • Other
- select a broker -
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Loan Requested

Total Funds Needed:
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Less Funds provided by you:
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Less Funds provided by others:
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Total Loan Needed:
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Term of Credit (Months):
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Loan Type
  • - select Loan Type -
  • Acquisition
  • Bridge
  • Fix & Flip
  • New Construction
  • Redevelopment
  • Refinance
- select Loan Type -
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Loan Purpose:
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Business Information

Business Name:
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DBA Name (if applicable):
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Address:
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City:
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State:
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Zip Code:
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Phone:
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Fax:
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Website/Email:
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EIN:
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Date Established:
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Owner Since:
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# Employees:
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# Locations:
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Type of Business:
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Business Structure:
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Owner/Guarantor Information

Name:
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SSN:
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Title:
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DOB:
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Address:
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City:
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State:
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Zip Code:
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Currently Rent or Own:
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From:
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To:
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% Ownership of Business:
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PFCU Account #
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Phone:
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Email:
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Marital Status:
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Name:
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SSN:
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Title:
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DOB:
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Address:
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City:
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State:
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Zip Code:
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Currently Rent or Own:
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From:
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To:
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% Ownership of Business:
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PFCU Account #
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Phone:
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Email:
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Marital Status:
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Name:
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SSN:
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Title:
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DOB:
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Address:
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City:
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State:
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Zip Code:
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Currently Rent or Own:
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From:
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To:
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% Ownership of Business:
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PFCU Account #
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Phone:
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Email:
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Marital Status:
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Name:
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SSN:
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Title:
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DOB:
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Address:
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City:
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State:
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Zip Code:
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Currently Rent or Own:
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From:
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To:
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% Ownership of Business:
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PFCU Account #
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Phone:
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Email:
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Marital Status:
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Collateral Offered By Applicant

Address & Description:
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Value:
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Total Liens:
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Ownership Status for Applicant
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Creditor Name:
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Address & Description:
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Value:
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Total Liens:
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Ownership Status for Applicant
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Creditor Name:
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Address & Description:
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Value:
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Total Liens:
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Ownership Status for Applicant
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Creditor Name:
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Address & Description:
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Value:
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Total Liens:
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Ownership Status for Applicant
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Creditor Name:
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Professional Services

Accounting Firm:
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Contact Name:
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Phone # or Email:
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Insurance Agency:
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Contact Name:
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Phone # or Email:
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Miscellaneous Information

HAS THE BUSINESS CHANGED NAMES IN THE LAST 5 YEAR:
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HAS THE BUSINESS RELOCATED FROM ONE COUNTY TO ANOTHER IN THE PAST 5 YEAR?
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IS THE BUSINESS FOR SALE OR UNDER AGREEMENT THAT WOULD CHANGE THE OWNERSHIP OF THE BUSINESS?
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DO YOU HAVE AN UP TO DATE BUSINESS PLAN? (IF SO PLEASE PROVIDE A COPY WITH YOUR APPLICATION)
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HAS THE BUSINESS OR ANY PRINCIPAL/OWNER EVER DECLARED BANKRUPTCY?
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IS THE BUSINESS OR ANY PRINCIPAL/OWNER A PARTY TO ANY LIEN OR LAWSUIT?
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ARE THERE ANY DELINQUENT STATE OR FEDERAL TAXES OWED BY THE BUSINESS?
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APPROXIMATE CREDIT SCORE OF OWNER/GUARANTOR:
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NUMBER OF COMPLETED PROJECTS/ACQUISITIONS IN LAST 36 MONTHS:
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Required Signatures

Applicant Signature:
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Name & Title:
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Date:
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Applicant Signature:
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Name & Title:
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Date:
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Applicant Signature:
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Name & Title:
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Date:
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Applicant Signature:
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Name & Title:
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Date:
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Personal Financial Statement

The following is submitted for the purpose of procuring, establishing and maintaining credit with you in behalf of the undersigned or persons, forms, or corporations in whose behalf the undersigned may either severally or jointly with others execute a guaranty in your favor. The undersigned warrants that this financial statement is true and correct until a written notice of changes is given by the undersigned.

Name:
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Phone:
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Business Name:
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Business Phone:
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Address:
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City:
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State:
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ZIP:
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Assets

Cash On Hand at PFCU:
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Cash On Hand at other institutions:
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IRA or Other Retirement Accounts:
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Accounts & Notes Receivable:
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Stocks and Bonds:
(Describe in Sec. 3)
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Real Estate:
(Describe in Sec. 4)
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Automobile:
(Present Value)
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Other Personal Property:
(Describe in Sec. 5)
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Other Assets :
(Describe in Sec. 5)
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Life Insurance:
cash surrender value only (Describe in Sec. 8)
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Total Asset:
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Liabilities

Loans Payable to Banks & Others :
(Describe in Sec. 2)
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Loans Payable to Banks Unsecured :
(Describe in Sec. 2)
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Auto Loans & Leases :
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Loan on Life Insurance:
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Mortgages on Real Estate:
(Describe in Section 4)
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Credit Cards:
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Unpaid Income Tax:
(Describe in Sec. 6)
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Other Liabilities:
(Describe in Sec. 7)
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Total Liabilities:
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Net Worth:
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Section 1. Source of Income

Salary:
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Net Investment Income:
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Real Estate Income:
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Other Income:
(Describe Below)
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Description of Other Income in Section 1:
(ex. Child Support, Alimony, or any additional income)
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Contingent Liabilities

As Endorser or Co-Signer:
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Legal Claims & Judgements:
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Provision for Federal Income Tax:
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Other Special Debt:
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Section 2. Loans Payable to Banks and Others

Name and Address of Noteholder(s):
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Original Balance:
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Current Balance:
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Payment:
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
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Current Balance:
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Payment:
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
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Current Balance:
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Payment:
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
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Current Balance:
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Payment:
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Type of Collateral:
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Section 2. Loans Payable to Banks and Others
Use Attachments if necessary. Each attachment must be signed:
Upload your documents...
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Section 3. Stocks and Bonds

Number of Shares:
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Name of Securities:
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Cost:
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Market Value:
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Total Value:
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Number of Shares:
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Name of Securities:
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Cost:
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Market Value:
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Total Value:
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Number of Shares:
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Name of Securities:
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Cost:
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Market Value:
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Total Value:
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Number of Shares:
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Name of Securities:
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Cost:
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Market Value:
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Total Value:
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Section 4. Real Estate Owned

Type of Property:
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Property Address:
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Date Purchased:
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Original Cost:
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Present Market Value:
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Mortgage Holder:
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Mortgage Balance:
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Mortgage Payment:
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Type of Property:
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Property Address:
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Date Purchased:
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Original Cost:
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Present Market Value:
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Mortgage Holder:
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Mortgage Balance:
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Mortgage Payment:
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Type of Property:
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Property Address:
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Date Purchased:
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Original Cost:
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Present Market Value:
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Mortgage Holder:
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Mortgage Balance:
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Mortgage Payment:
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Section 4. Real Estate Owned
List each parcel separately. Use attachment if necessary. Each attachment must be signed.
Upload your documents...
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Section 5. Other Personal Property and Other Assets

Describe, and if any is pledged as security, state name of lien holder, amount of lien, and payment amount:
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Section 6. Unpaid Taxes

Describe in detail, as to type, to whom payable, when due, and amount:
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Section 7. Other Liabilities

Describe in detail:
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Section 8. Life Insurance Held

Give face amount and cash value of policies - name of insurance company and beneficiaries:
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Personal & Miscellaneous Information:

Do you have a will?
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Are you a partner of any other venture?
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Have you ever declared bankruptcy?
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Are you a defendant in any suite or legal action?
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Personal bank accounts carried at:
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By signing this form, I certify that all information on this form and any additional supporting information is true and complete to the best of my knowledge.

Signature:
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Date:
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Print Name:
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Signature:
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Date:
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Print Name:
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Signature:
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Date:
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Print Name:
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