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
  • Brittany Bolling
  • Joseph Hernandez
  • Malique Louis
  • Other
- select a broker -
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Loan Requested

Total Funds Needed:
$0.00
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Less Funds provided by you:
$0.00
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Less Funds provided by others:
$0.00
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Total Load Needed:$0.00
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Term of Loan (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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Closing Deadline:
Select a date
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Reason for Deadline:
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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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Subject Property or Properties

Address:
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Property Type:
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Value:
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Total Liens:
$0.00
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Creditor Name:
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Number of Units:
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Occupancy Percentage:
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Annual Net Operating Income:
$0.00
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Address:
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Property Type:
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Value:
$0.00
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Total Liens:
$0.00
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Creditor Name:
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Number of Units:
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Occupancy Percentage:
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Annual Net Operating Income:
$0.00
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Address:
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Property Type:
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Value:
$0.00
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Total Liens:
$0.00
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Creditor Name:
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Number of Units:
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Occupancy Percentage:
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Annual Net Operating Income:
$0.00
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Address:
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Property Type:
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Value:
$0.00
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Total Liens:
$0.00
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Creditor Name:
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Number of Units:
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Occupancy Percentage:
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Annual Net Operating Income:
$0.00
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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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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:
$0.00
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IRA or Other Retirement Accounts:
$0.00
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Accounts & Notes Receivable:
$0.00
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Stocks and Bonds:
(Describe in Sec. 3)
$0.00
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Real Estate:
(Describe in Sec. 4)
$0.00
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Automobile:
(Present Value)
$0.00
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Other Personal Property:
(Describe in Sec. 5)
$0.00
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Other Assets :
(Describe in Sec. 5)
$0.00
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Life Insurance:
cash surrender value only (Describe in Sec. 8)
$0.00
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Total Assets:$0.00
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Liabilities

Loans Payable to Banks & Others:
(Describe in Sec. 2)
$0.00
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Loans Payable to Banks Unsecured :
(Describe in Sec. 2)
$0.00
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Auto Loans & Leases :
$0.00
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Loan on Life Insurance:
$0.00
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Mortgages on Real Estate:
(Describe in Section 4)
$0.00
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Credit Cards:
$0.00
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Unpaid Income Tax:
(Describe in Sec. 6)
$0.00
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Other Liabilities:
(Describe in Sec. 7)
$0.00
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Total Liabilities:$0.00
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Net Worth:$0.00
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Section 1. Source of Income

Salary:
$0.00
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Net Investment Income:
$0.00
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Real Estate Income:
$0.00
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Other Income:
(Describe Below)
$0.00
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Total Income:$0.00
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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:
$0.00
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Legal Claims & Judgements:
$0.00
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Provision for Federal Income Tax:
$0.00
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Other Special Debt:
$0.00
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Total Contingent Liabilities$0.00
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Net Income:$0.00
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Section 2. Loans Payable to Banks and Others

Name and Address of Noteholder(s):
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Original Balance:
$0.00
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Current Balance:
$0.00
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Payment:
$0.00
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
$0.00
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Current Balance:
$0.00
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Payment:
$0.00
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
$0.00
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Current Balance:
$0.00
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Payment:
$0.00
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Type of Collateral:
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Name and Address of Noteholder(s):
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Original Balance:
$0.00
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Current Balance:
$0.00
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Payment:
$0.00
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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:
$0.00
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Market Value:
$0.00
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Total Value:
$0.00
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Number of Shares:
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Name of Securities:
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Cost:
$0.00
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Market Value:
$0.00
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Total Value:
$0.00
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Number of Shares:
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Name of Securities:
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Cost:
$0.00
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Market Value:
$0.00
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Total Value:
$0.00
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Number of Shares:
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Name of Securities:
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Cost:
$0.00
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Market Value:
$0.00
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Total Value:
$0.00
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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:
$0.00
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Present Market Value:
$0.00
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Mortgage Holder:
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Mortgage Balance:
$0.00
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Monthly Mortgage Payment:
$0.00
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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:
$0.00
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Present Market Value:
$0.00
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Mortgage Holder:
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Mortgage Balance:
$0.00
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Monthly Mortgage Payment:
$0.00
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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:
$0.00
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Present Market Value:
$0.00
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Mortgage Holder:
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Mortgage Balance:
$0.00
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Monthly Mortgage Payment:
$0.00
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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:

Are you a partner of any other venture? If yes, please describe.
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Have you or one of your entities ever declared bankruptcy? If yes, please describe.
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Are you a defendant in any suite or legal action? If yes, please describe.
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Personal bank accounts carried at:
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Business Debt Schedule

Business Name:
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Date:
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Indebtedness: Furnish the following information for all installment debts, contracts, notes, and mortgages payable for the business. Indicate by asterisk (*) items to be paid with loan proceeds and your reason for paying the debt off. The present balance should agree with the information provided on the current Personal Financial Statement or Balance sheet submitted. Please do not include accounts payable or
accrued liabilities.

Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Creditor Name:
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Creditor Address:
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Original Date:
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Interest Rate:
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Maturity Date:
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Original Amount:
$0.00
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Present Balance:
$0.00
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Monthly Payment:
$0.00
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Collateral/Security:
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Upload Documents

Upload All Supporting Documents:
PFS, REO, P&L, Debt Schedule, Sources & Uses, etc.
Upload your documents...
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Required Signature

Applicant Signature:
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Name:
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Date:
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Title:
Your Title
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