Business Loan Application
Complete business loan application template with financial projections, business plans, and loan pac
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How This Template Works
The Business Loan Application template helps business owners and finance managers organize and present the documentation lenders expect in a professional loan package. The Excel workbook includes a loan summary worksheet for capturing the purpose, amount, and proposed terms alongside the financial summary section covering key business metrics lenders evaluate.
The documentation checklist ensures you don't miss required items — tax returns, financial statements, business plan components, and supporting schedules. Having a complete, well-organized application package significantly improves your chances of approval and speeds up the underwriting process. For businesses at an earlier financial planning stage, see our [break-even analysis calculator](/templates/break-even-analysis) and [capex planning template](/templates/capex-planning) to strengthen your financial documentation.
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Frequently Asked Questions
Does this work for SBA loans as well as conventional bank loans?
The template covers general loan application documentation that applies to both SBA and conventional bank lending. SBA applications have specific additional forms required by the SBA directly, which you'd complete separately.
How much financial history should I include?
Most lenders want 2-3 years of business tax returns and financial statements. For newer businesses, personal tax returns and projected financial statements become more important.
Can I use this for a line of credit application, not just a term loan?
Yes. The financial summary and documentation sections are applicable to any form of business credit. Adjust the loan summary section to reflect the credit type and structure you're applying for.
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