About this template
Streamline the initial vetting process for commercial funding with this comprehensive Loan Pre-Application Google Form template. Designed for lenders, financial advisors, community development financial institutions (CDFIs), and business incubators, this template collects essential preliminary data from entrepreneurs seeking financial support.
The form gathers critical details including applicant contact information, formal business names, business descriptions, requested loan amounts, and specific funding purposes. It also provides structured sections for business plan summaries and optional demographic disclosures, ensuring your intake process remains thorough, organized, and standardized from the very first touchpoint.
By deploying this template via Doc2Form, loan officers and financial institutions can eliminate messy email threads and disorganized spreadsheets. Every submission flows directly into a centralized Google Sheet, allowing your team to review, filter, and advance qualified candidates to the formal underwriting stage faster and with greater accuracy.
Key features
- Collect business names, entity types, and full contact details seamlessly.
- Capture requested loan amounts and detailed funding purposes in one place.
- Gather business plan summaries and digital document links efficiently.
- Standardize preliminary data collection to accelerate review timelines.
- Automatically sync all responses to Google Sheets for team collaboration.
Use cases
- Small business lending intake for community banks and credit unions.
- Startup accelerator and incubator funding pitch applications.
- Micro-loan screening for nonprofit economic development organizations.
- Internal pre-screening for commercial lending brokerages.
What this form collects
- Full Name (Short answer)Enter your first and last name as the primary applicant.
- Email Address (Short answer)Provide the best email address for correspondence regarding your application.
- Application Date (Date)Select today's date.
- Primary Phone Number (Short answer)Include area code (e.g., 555-0199).
- Alternate Phone Number (Short answer)Optional secondary contact number.
- Residential Address (Paragraph)Enter your street address, city, state, and ZIP code.
- Name of Business (Short answer)Enter the legal registered name of your business or DBA.
- Location of Business (Short answer)Provide the primary operating address or headquarters location.
- Business Description & Legal Structure (Paragraph)Describe your products/services and indicate your entity type (e.g., LLC, Corporation, Sole Proprietorship).
- Purpose of Loan (Paragraph)Explain how the requested funds will be utilized (e.g., working capital, equipment purchase, expansion).
- Requested Loan Amount (Short answer)Enter the total dollar amount you are applying for.
- Business Plan Summary Attachment (Paragraph)Please paste a link to your business plan (Google Drive, Dropbox, etc.) or summarize your plan directly below.
- How did you hear about us? (Dropdown)Select the source that best describes how you found our lending services.
- Demographics Disclosure Opt-Out (Multiple choice)Do you wish to opt out of the voluntary demographic disclosure questions below?
- U.S. Citizen Status (Multiple choice)Select your citizenship status.
FAQ
How do I customize this loan pre-application template?
Once you convert and open the template in Google Forms, you can easily add, remove, or edit questions to match your specific lending criteria and loan products.
Where do the loan pre-application submissions go?
All responses automatically populate a secure Google Sheet linked directly to your form, making it easy for your underwriting team to review and sort applicants.
Can applicants attach their business plans?
Yes. The form includes dedicated space for applicants to paste links to their business plans hosted on Google Drive, Dropbox, or other cloud storage platforms.
Is this form template mobile-friendly?
Yes, all Google Forms are fully responsive, allowing business owners to submit their pre-applications effortlessly from smartphones, tablets, or computers.
Can I include demographic or compliance disclosures?
Yes, you can easily add custom text blocks or checkboxes for regulatory notices, equal opportunity statements, and data privacy disclosures.
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.