Lending Family

Traditional Business Financing Application
To move your financing request forward, please complete the debt schedule below and upload your financial documents. It takes about 10 minutes. Don't have every document handy? Submit what you have now; your advisor will follow up on the rest.

1. Debt Schedule

List every business loan, advance, line of credit, or lease currently outstanding. Add a row for each. If you have no outstanding debt, check the box below.

Creditor / LenderTypeOriginal
Amount		Current
Balance		 Payment
Amount		FrequencyRate /
Factor		Maturity /
Payoff Date		 Collateral /
Secured?
Total balance: $0 Est. monthly payments: $0

2. Upload Documents

Please upload the following (PDF or Excel preferred). After adding each file, choose which document it is from the dropdown.

  • 2025 financial statements (profit & loss + balance sheet)
  • Year-to-date 2026 profit & loss and balance sheet
  • 2025 business tax return (if you filed an extension: 2024 return + the extension)

Drop files here or tap to browse

PDF, Excel, Word, CSV, or images. Up to 15 MB per file.

3. Anything else we should know?

✔

Package received

Thank you. Your advisor will review your documents and reach out with next steps, usually within one business day.