Loan Application Checklist

This provides a loan application checklist detailing necessary topics, information needed by financial institutions, and legal documentation to process a small business loan. Included are also necessary items one should bring to a business loan meeting, such as resumes and a business plan. Topics such as accounts payable and accounts receivable are also included.


Applicability to Business

  • Applications for financing are a necessary evil in startup businesses
  • Knowledge about business is needed for successful financing


Learning Outcomes

  • Be able to compile previous individual and business financial history
  • Learn how to effectively request financing from a financial institution