About this template
Lenders and investors ask for the same basics before they will take a meeting: who owns the business, what it is, how much they want, and why. This request collects the applicant's name, email, and phone, then the business name, address, and type. Net worth is a range, not a single number they may not want to type in full. Credit score and declared personal income sit next to that. The income label still says 2021 because that is what the source form asked. Change the year before you publish it.
They pick a funding range and a purpose, add details, say when they need an answer, and whether they have already applied elsewhere. A documents question asks them to name files. Add a real file upload after the form is in Drive if you want attachments. They type a signature and a date at the end.
Submitting this does not approve funding. It gives you a complete ask to review. Run your own credit and compliance checks outside the form.
Key features
- Business identity, type, and address in one request.
- Net worth and funding amount are ranges, so the first pass is comparable.
- Purpose is a short list: startup, equipment, working capital, expansion, or other.
- Asks whether they already applied with another lender.
- Income year is labeled 2021, matching the source, so you can update it on purpose.
Use cases
- A lender's first intake before underwriting.
- An investor office collecting startup funding requests.
- A nonprofit or community fund screening small-business asks.
- An advisor gathering a client's numbers before a bank meeting.
What this form collects
- Full Name (Short answer)Short answer.
- Email (Short answer)Use an address you actually check.
- Phone Number (Short answer)Include a country code if you are not in the same country.
- Business Name (Short answer)Short answer.
- Business Address (Paragraph)A sentence or two is enough.
- Business Type (Dropdown)Pick the closest match.
- Net Worth Range Status (Dropdown)Pick the closest match.
- Credit Beacon Score (Short answer)A number or short range is enough.
- Declared Personal Income (2021) (Short answer)A number or short range is enough.
- Supporting Documents Upload (Paragraph)Name the files you will send. You can add a file-upload question after the form is in Drive.
- Funding Required Range (Dropdown)Pick the closest match.
- Financing Purpose (Dropdown)Pick the closest match.
- Purpose Details (Paragraph)A sentence or two is enough.
- Approval Timeline Needed (Short answer)Short answer.
- Applied With Another Lender Status (Multiple choice)Pick the closest match.
- Signing Date (Date)Use the calendar date.
- Signature (Short answer)Type your full legal name. Google Forms has no drawn signature on this question.
FAQ
Does this approve a loan?
No. It collects the request. Approval, credit checks, and any required disclosures happen in your own process.
Why does income say 2021?
That year is printed on the source question. Edit the label to the tax year you actually need before you share the link.
Can applicants upload statements?
The question asks them to name the files. After you save the form to Drive, add a file-upload question if you want the files themselves.
What if they will not share a credit score?
The field is a short answer, so they can write a range or say they will provide it later. Your policy decides whether that is enough.
Is the signature legally binding?
It is a typed name and a date on a form you own. If you need a signed application under your local rules, use the signing process you already trust.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.