About this template
A Commercial Loan Application Form is an essential tool for banks, credit unions, and financial institutions evaluating business financing requests. Whether a company needs capital for operational costs, equipment purchases, or expansion projects, this form standardizes the initial data collection process. It captures comprehensive company details, executive information, loan amounts, facility types, and core financial metrics including assets, liabilities, and annual cash flow.
By gathering these critical data points upfront, lenders can quickly assess creditworthiness and determine whether to advance the application to underwriting. Doc2Form makes it easy to deploy this professional commercial loan intake document as a secure Google Form, allowing business representatives to submit their funding requests smoothly from any device.
Using a structured questionnaire ensures that all necessary regulatory and financial details are provided on the first submission, reducing back-and-forth communication and accelerating the overall lending workflow for financial advisors and loan officers.
Key features
- Capture complete business profiles and representative details in one submission.
- Collect detailed loan requirements, including requested amounts and facility types.
- Gather high-level financial health data such as assets, liabilities, and annual cash flow.
- Standardize underwriting intake to accelerate credit review and decision-making.
- Easily shareable via secure link for fast, remote business loan submissions.
Use cases
Small business owners applying for working capital or expansion loans.
Commercial banks collecting structured financing requests from local …
Commercial banks collecting structured financing requests from local businesses.
Financial advisors pre-qualifying corporate clients for commercial cr…
Financial advisors pre-qualifying corporate clients for commercial credit facilities.
Credit unions streamlining their business lending intake workflows.
What this form collects
- Applicant Type (Multiple choice)Select whether you are applying as a corporation, partnership, or sole proprietorship.
- Business Name (Short answer)Enter the legal registered name of your business entity.
- Business Address (Paragraph)Provide the primary physical address of your business headquarters.
- Nature of Business (Paragraph)Briefly describe your industry, core products, or primary services.
- Years in Business (Short answer)Enter the number of years your company has been actively operating.
- Representative Name and Position (Short answer)Provide the full name and official title of the person submitting this application.
- Business Email (Short answer)Enter the primary corporate email address for correspondence.
- Loan Facility Type (Dropdown)Select the type of loan or credit facility you are applying for.
- Requested Loan Amount ($) (Short answer)Enter the total monetary amount you wish to borrow.
- Loan / Credit Term Requested (Short answer)Specify your preferred repayment timeline (e.g., 12 months, 5 years).
- Loan Purpose (Paragraph)Provide details on how the funds will be utilized to support business growth or operations.
- Total Assets ($) (Short answer)Enter the approximate total value of current and fixed business assets.
- Total Liabilities ($) (Short answer)Enter the approximate total sum of current business debts and financial obligations.
- Annual Income / Revenue ($) (Short answer)Provide your gross annual revenue from the most recent fiscal year.
- Annual Expenses ($) (Short answer)Provide your total operating expenses for the most recent fiscal year.
- Guarantor / Surety Details (Paragraph)List any individuals or parent companies acting as guarantors for this loan, including full names and contact info.
- Supporting Documents Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) containing your balance sheets, tax returns, or bank statements.
- Signer Name and Date (Short answer)Type your full legal name to certify that all provided information is accurate and true.
FAQ
What information is required on a commercial loan application?
Lenders typically require business identity details, owner or representative information, years in operation, requested loan amounts, purpose of funds, and a summary of business assets, liabilities, and cash flow.
How can I customize this form for different loan products?
Once generated in your Google Drive, you can easily edit questions, add conditional sections, or modify dropdown options to match specific loan programs like equipment financing, lines of credit, or term loans.
Is this template secure for collecting sensitive financial data?
Yes. Because the form lives in your Google Workspace, it benefits from Google's robust security infrastructure and permissions controls, keeping your applicants' data private and protected.
Can I use this form to collect guarantor information?
Yes. The template includes fields dedicated to capturing guarantor or surety details, helping you evaluate all parties backing the commercial loan request.
How do I share this application with prospective borrowers?
You can share the Google Form via a direct link on your website, email it to prospective clients after an initial consultation, or embed it directly into your client portal.
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.