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Commercial Loan Information Form

Please complete all of the requested information. All information fields must be completed, including the narrative before submitting loan application.

If for any reason this form information transfer should fail please email beau1943@aol.com.com or call 502-475-2241


Loan Officer

Loan Officer's Name

Loan Officer's email address


Loan Details

Loan Amount

Loan Purpose

Interest Rate

Term of Loan


Personal Information

Customer's Name

Customer's Annual Income

Customer's Total Assets

Customer's Total Debts

Customer's Net Worth


Company - Business Information

Business Name

Business Address

Type of Entity

Year/date Business Established

Business Total Assets

Business Total Debts

Business Net Worth

Business Net Profit/Loss - Last 3 years

Name of Accountant


Collateral Information

Collateral Type

Appraised Collateral Value


Character - Credit

Credit Bureau Report

Dunn and Bradstreet Report

Other Character or Credit Information

Was customer or business ever bankrupt

Does business or customer have any judgements/suits


Loan Officer's Comments
and Recommendations


Narrative - Other Information - Your recommendation



Please make sure all fields are completely filled with the information required.
Do not leave any fields incomplete.

Please email the financial information files from the Fiscal Analyzer Program ASAP. Send to my email address below with the fiscal files attached.

Ray Beaufait
beau1943@beauproductions.com


Copyrights BFW Consultants 2003