Loan Application

Company Information:

Company name:

Address:

City:

State:

Zip:

Principal in charge:

Phone:

Fax:

Email:

Secondary Contact Person:

(in-house controller or bookkeeper)

Phone:

Fax:

Type of business:

Date established:

Type of entity (check one):

Proprietorship:

Partnership:

Corporation:

LLC:

Company Ownership:

Name:

Title:

Ownership%:

Name:

Title:

Ownership%:

Name:

Title:

Ownership%:

Affiliate Business (if applicable):

Name:

Title:

Ownership%:

Name:

Title:

Ownership%:

Existing Business Locations:

Address:

Sq. Ft.:

Lease Payment:

Replaced by
new facility?

Yes:

No:

Yes:

No:

References:

Bank Name:	Acct. no.:	Acct. Officer:	Phone:

Accountant:	Firm Name:	Phone:

Attorney:	Firm Name:	Phone:

Trade References:	Contact Person:	Phone:

Nature of Your Business:

Nature of your business:
Type of products or services (include any catalogs or brochures) :
Geographic market area:
List key customers:
List major competitors:

Project Information (for SBA 504 Loans Only):

Project address:

City:

State:

Zip:

Country:

What is the square footage of the new building?

What is the square footage your company will occupy?*

*Please note--For commercial real estate loans we require your business to occupy the building or new building. The BCL Loan Officer will discuss occupancy requirements with you.

Entity Documents:

Please provide appropriate document

(i.e. Partnership Agreement., LLC documents., Articles of Inc., Trust Agreement...)

Total Project Costs (For SBA 504 Loans Only):

Purchase existing Building or Equipment only:
Purchase price:	$
Tenant improvements:	$
Equipment:	$
Other:	$
Total:	$

Construction Project:
Land acquisition:	$
Construction bid:	$
Architects, permits, other soft costs:	$
Equipment*:	$
Other:	$
Click for Total:	$

*Please note -- additional information may be required to verify building and equipment costs.

Employee Questionnaire:

Number of current employees:

Estimated # of new employees within the next two years as a result of this project:

Key Employees:

Name:	Title:	Responsibilities:	Yrs. w/ Co.:	Yrs. in the industry:

Miscellaneous Questions:

Have you or any officer of your company ever been involved in bankruptcy or insolvency proceeding?

Yes:

No:

Are you or your business involved in any pending or prior lawsuits?

(If yes, please provide details.)

Yes:

No:

Have you ever received a SBA loan?

If yes, please provide a copy of the SBA Loan Authorization Document and the following:

Yes:

No:

Original Amount:	$	Date of the loan:
Current balance:	$	Status:

Checklist:

Yes:

No:

N/A:

Business Information

New businesses must complete business plan

Existing business can provide a business plan summary

Business financial statements for the last 3 years

Interim financial statments dated within the last 30 days

Business debt schedule that verifies note amounts, rates and terms

Federal tax returns for the last 3 years of the business

Federal tax returns for the last 3 years of affiliate companies

Articles of Incorporation and By-Laws (if corporation)

*President of the corp. is:

*Secretary of the corp. is:

Articles of Organization and Operating Agreement (if LLC)

Partnership Agreement (if partnership)

Proprietorship - DBA (recorded business name - "doing business as"

Franchise Agreement

Yes:

No:

N/A:

Personal Information

Personal tax returns

Personal resume of all principals with 20% ownership or greater

Personal financial statement of all principals with 20% ownership or greater

Yes:

No:

N/A:

Real Estate Information

Real Estate Purchase Agreement or settlement sheet

Construction cost budget and/or equipment invoices

Existing environmental studies

AUTHORIZATION TO RELEASE INFORMATION

I/We hereby authorize the release, to Business & Community Lenders of Texas, of any and all information required at any time for any purpose related to our credit application/transaction. I/We further authorize BCL to release such information to any entity deemed necessary for any purpose related to our credit application/transaction.

I/We hereby certify that the enclosed information (together with any attachments or exhibits) is valid and true, accurate and correct to the best of my/our knowledge.

Intentional falsification of information, statements, or values for any purpose including, but not limited to the purpose of obtaining any loan, money, property, or anything of value from BCL and/or the United States Small Business Administration may lead to the disqualification of the applicant and possible criminal prosecution.

I/We hereby acknowledge that all loan approvals will be in writing and subject to the terms and conditions set forth in a commitment letter signed by and officer of BCL as well as to the related authorization from SBA.

		Date
Name of applicant(s):
Signature of applicant(s):
Name of applicant(s):
Signature of applicant(s):

IMPORTANT: Before submitting this form:

Call a BCL loan officer for assistance and questions
Double-check to make sure all necessary information has been filled out
Submit this form or print and sign the application
Collect ALL of the required attachments
Fax the signed application and/or attachments to BCL of Texas at (512) 610- 2567
You may also mail the information to:
- Loan Officer, BCL of Texas
- 2212 S. Congress
- Austin, TX 7870

PUBLIC NOTICE

IMPORTANT INFORMATION ABOUT IDENTIFICATION PROCEDURES WHEN OBTAINING A LOAN

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all government program lenders to obtain, verify, and record information that identifies each person who applies for a loan under a federal government program.

What this means for you: When you apply for a loan under a federal government program, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver.s license or other identifying documents.

>>	12.9.2006 Facelogic Spa Opens First Location in Austin, Offers Affordable Spa Services Read More...
>>	11.3.2006 World Savings honors BCL of Texas on their campaign for Homeownership. Read More...
>>	11.1.2006 BCL of Texas partners with State Bank to offer Community Facility Loans Read More...
>>	8.1.2006 New Sears Retail Store to Generate Economic and Area Growth Read More...

BCL of Texas

Business & Community Lenders of Texas
2212 S. Congress Avenue
Austin, TX 78704
1-888-718-0180

Design by Softwyre

bigimage