Loan Forms

Alliance has worked hard to try and streamline the Loan Process. We will need all applicable forms filled out in detail before we can submit a loan request to an Underwriter.

Should you have any questions about a form or need assistance in completing a form please do not hesitate to contact us at 866.712.4175.

IMPORTANT NOTICE: All owners holding a 20% or more stake in the Business must complete the below forms.

Loan Package

• Loan Package  – contains most of the forms that we will need in order to review a Loan Request.

Individual Loan Forms

• Application Checklist - a list of all items we will need in order to consider a Loan Request
• Loan Application - please complete in detail
• Loan Information Form
• Personal Profile
• Personal Financial Statement – you may use a CPA prepared financial statement if prepared within the last 30 days – please sign all pages in blue ink
• Authorization – Spouses need to sign too
• Business Profile
• Business Debt Schedule – need one for all Businesses owned
• Other Business Information – need one for all Businesses owned
• Gas Station Questionnaire
• Real Estate Supplement - In case you have more properties than the PFS will has space.
• SBA Personal History Statement - needed on SBA Loans
• Sources of Capital Injection – needed on New Purchases or New Construction Loans
• 4506 T

Additional Needed Items

• Copy of all Existing Notes on the Property
• Digital Photos of Property being used as Collateral – need inside and outside photos, please email to allianceloans@msn.com
• Photo ID’s – if not a U.S. Citizens will need a copy of Permanent Resident Alien Card

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