PRE-QUALIFICATION FORM for SBA and Term Loans

Welcome! We're pleased that you're considering us for your funding needs. Completing this application along with the supporting documents is an essential step in accessing the capital needed to fuel your business growth. Our team is committed to reviewing your submission quickly and efficiently. We look forward to collaborating with you!
Pre-Qualification for SBA / Term Loans
Legal Business Name:
D/B/A Name:
State of registration:
Type of Entity (LLC, Corp., Proprietorship, etc.)
9 Digit Federal Tax ID #:
Physical Address:
City:
State:
Zip:
Contact’s Phone:
Website:
Email
example@example.com
Mortgagee/Landlord Name:
Phone Number
Format: (000) 000-0000.
Average Monthly Sales:
Business Start Date:

MonthDayYear
Date
Business Banking Institution(s)
Balance: $
Lender:
Lender:
Balance: $
Lender:
Balance: $
Loan Amount Requested
Intended Use of Funds:
Owner Information (additional owners/guarantors fill this section on seperate form)
Owner #1: Name:
First / Last
Percentage of ownership:
Approx. FICO Score:
Social Security #:
D.O.B:

MonthDayYear
Date
Home Address:
City
State:
Zip:
Home Phone:
Format: (000) 000-0000.
Mobile:
Format: (000) 000-0000.
No. of years at Home Address:
Owner/Guarantor #2: Name:
First / Last
Percentage of ownership:
Approx. FICO Score:
Social Security #:
D.O.B:

MonthDayYear
Date
Home Address:
City
State:
Zip:
Home Phone:
Format: (000) 000-0000.
Mobile:
Format: (000) 000-0000.
No. of years at Home Address:
By signing below each of the above-listed business and business owner (individually and collectively “you”) authorize Quest Business Capital & Consulting (QBC) and each of its representatives, partners, affiliates, and assigns (referred to individually as a “Recipient” and collectively as the “Recipients”) to obtain consumer or personal and business reports and related information from one or more consumer reporting agencies and from other credit bureaus, banks, creditors and other third parties (1) to review the transaction you have applied for. and for related purposes, (2) if your application results in your entering into any transaction with any of the Recipients, to service, monitor, collect and enforce the transaction, and (3) from time to time, to determine your eligibility for other financial products that may be offered by the companies. You also authorize QBC as agent for the Recipients, to transmit the information within this application form, along with any of the foregoing information obtained in connection with this application, to any or all the Recipients for the foregoing purposes. You also consent to the release, by any creditor or financial institution, of any information related to any of you, to QBC as agent on behalf of the Recipients and to each of the Recipients, on its own behalf. You hereby release QBC and Recipients from any liability in connection with obtaining credit reports and other information as described herein. You provide consent to receiving relevant phone calls, emails, or text/sms messages. (Message and data rates may apply). You may at any time withdraw consent for telephone calls or messages by calling 877-339-9777 or emailing support@questbusinessscapital.com
Signatureof Owner #1:
Authorized Signer’s Title:
Date

MonthDayYear
Date
Signature of Owner/Guarantor #2:
Authorized Signer’s Title:
Date

MonthDayYear
Date
Please upload 6 most recent bank statements.

Cancelof
Business Tax Returns 2022,2023, and 2024 (un-redacted)

A filed 2023 return is required to proceed.If your 2024 return is not yet filed, please upload your 2024 extension. We cannot move forward without a 2023 filed return.
Cancelof
2025 YTD P&L

Cancelof
Personal Tax Returns 2022,2023, and 2024 (un-redacted)

A filed 2023 return is required to proceed.If your 2024 return is not yet filed, please upload your 2024 extension. We cannot move forward without a 2023 filed return.
Cancelof
Business License and or Business Permits

Ensure that all necessary business licenses and permits required for operations are obtained and up-to-date. This includes any state, local, and industry-specific permits or registrations necessary for legal compliance.
Cancelof
Business Debt Schedule [or, request a blank form from Quest]

This should include business loans, lines of credit, capitalized leases, and notes payable. Do not include leases, mortgages,accounts payable or accrued liabilities.
Cancelof
Driver license for each owner

Cancelof
Heading
Voided Business Check

Cancelof
Optional: If available, an Experian Credit report or a Tri-merged credit report can expedite the process

Cancelof
Should be Empty:

Pre-Qualification for SBA / Term Loans

Owner Information (additional owners/guarantors fill this section on seperate form)

Heading