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AI Loan Application Package

Get loan application package - just enter business financials, loan purpose, amount.

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Free to previewNo signupYou get: A ready-to-use loan application package
01

How it works.

Loan Application Package: provide business financials, loan purpose, amount and get a complete loan application package in minutes - including executive summary, use of proceeds, repayment ability narrative. Free AI workflow, no signup required to preview.

Printed investor update and bound board pack with charts and emerald tabs on a marble desk
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Headline, numbers, then narrative — structured for readers who will spend four minutes on it.
What you provide

Draft my ready-to-use loan application package

A word or two per question is plenty — we'll fill in the rest.

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Dark navy boardroom set for an investor meeting with printed board packs and a city skyline
02
Loan package: executive summary, financials, DSCR analysis, collateral, projections; SBA SOP-aligned where applicable.
Format & standard
03

What good looks like.

01

What it must include

Criteria
  • 01Business overview/use of funds and loan amount/term requested
  • 023 years financial statements (P&L, balance sheet, cash flow) + interim
  • 03tax returns
  • 04debt schedule
  • 05DSCR calculation (target ≥1.25x)
  • 06collateral and personal-guarantee details
  • 07ownership/personal financial statement
  • 08projections supporting repayment
  • 09SBA forms if SBA (e.g., 7(a))
  • 10A/R aging
02

Signals of expertise

Quality
  • ★Leads with DSCR and global cash flow
  • ★ties use-of-funds to repayment source
  • ★includes debt schedule and a personal financial statement
  • ★SBA-aware where relevant
03

Common mistakes

Pitfalls
  • ×No DSCR or repayment-capacity analysis
  • ×missing collateral/guarantee detail
  • ×projections disconnected from history
Founder presenting a financial slide to investors in a bright modern roomPresentable
Reads well on a screen and on paper, with no slide that needs you standing next to it.
Professionally bound loan application package with tabbed sections on a bright deskComplete
Includes the exhibits reviewers always ask for, so you avoid a second round of requests.
Branded invoice template kit and stationery laid out on a bright deskOn brand
Consistent formatting and labelling, so every version you send looks like the same company.
04

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The document that gets funded is usually the clearest one, not the longest one.
Founder and investor shaking hands over an open board pack in a sunlit meeting room
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