"*" indicates required fields 1Type of Business2Loan Purpose3Personal Info4Business Info5Loan Info6Additional Info A. Type of BusinessWhat type of business is the loan for? Alcoholic Beverage Production This includes wineries, breweries, distilleries, and any other business whose primary purpose is producing alcoholic beverages. Automotive This includes auto repair, car dealerships, auto body, auto detailing, and any other business whose primary purpose involves automobiles. Car Wash This includes self-service car washes, tunnel car washes, touchless car washes, and any other business whose primary purpose is cleaning cars. Child Care This includes daycare, preschool, camps, and any other business whose primary purpose is taking care of children. Convenience Store / Grocery This includes convenience stores, small grocery stores, corner shops, bodegas, and any other small store offering a wide variety of food and drink products. Elder Care / Assisted Living This includes nursing homes, hospices, memory care facilities, and any other business whose primary purpose is taking care of elderly and/or disabled people. Fitness / Sport This includes gyms, golf courses, sport facilities, martial arts schools, dance studios, and any other business whose primary purpose is providing a space and/or resources for physical activity. Franchise This includes fast food restaurants, chain restaurants, chain convenience stores, and any other business that is a franchise of a larger chain of businesses. Funeral Home This includes any business whose primary purpose is providing funeral, cremation, or burial services. Gas Station This includes standalone gas stations, gas stations with a convenience store, truck stops, and any other business whose primary purpose is providing fuel to automobiles. Home Repair Services This includes plumbing companies, electrical companies, HVAC companies, and any other business whose primary purpose is providing building repair services. Hospitality This includes hotels, motels, b&bs, and any other business whose primary purpose is providing short-term lodging. Industrial / Warehouse This includes factories, warehouses, distribution centers, and any other business whose primary purpose is producing, organizing, or storing commercial goods. Liquor Store This includes liquor stores, wine stores, bottle shops, and any other business whose primary purpose is selling alcoholic beverages. Medical This includes doctors offices, dentists offices, pharmacies, therapists, and any other business whose primary purpose is providing medical services and/or products. Office This includes tech companies, pharmaceutical companies, telecommunication companies, and any other business that will occupy office space. Professional Services This includes lawyers, accountants, marketing, real estate agencies, consulting firms, and any other business whose primary purpose is providing professional services. Restaurant / Bar This includes restaurants, bars, pubs, and any other business whose primary purpose is selling freshly prepared food or drink. Retail This includes department stores, clothing stores, sporting goods stores, gift shops, thrift stores, and any other business whose primary purpose is selling products. RV Park This includes any business whose primary purpose is providing resources and/or short term lodging for RVs. Storage This includes self-storage, vehicle storage, cold storage, and any other business whose primary purpose is providing long-term storage space. Trucking This includes trucking companies and any other business whose primary purpose involves commercial trucking. Other This includes any other type of business not already listed here. What type of business is the loan for?What is the industry of the franchise? B. Loan PurposeWhat is the purpose of the loan? Select all that apply. Real Estate Purchase Tooltip Business Purchase Tooltip Equipment Purchase Tooltip Loan Refinance Tooltip Is there already a signed Purchase and Sale Agreement for the real estate? Yes No Is there already a signed Purchase and Sale Agreement for the real estate and business? Yes No Is there already a signed Purchase and Sale Agreement for the business? Yes No C. Personal InformationWho is filling out this form?* Borrower Someone Else Who is filling out this form?*[Choose One]Loan BrokerReal Estate BrokerAccountantLawyerOther (Professionally connected to borrower)Other (Personally connected to borrower)Person Filling Out the FormName* First Last Company Name*Email* Note: If you don’t receive anything in response to your form entry, check your spam folder.Phone*BorrowerName* First Last Email* Phone*Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Credit Score*[Choose One]Above 800750-799700-749650-699Below 650Who would you like us to contact about the loan?* Person Filling Out the Form Borrower How would you like us to contact you? Email Phone Note: One of our B&I loan experts will contact you to ask clarifying questions and obtain more information about your loan before we can select the right lender and connect you.How did you find B&ISavvy? Search Engine (Advertisement) Search Engine (Non-Advertisement) Artificial Intelligence Word of Mouth/Referral Email Other D. Business/Real Estate InformationIs the business a startup? Yes No, it’s an existing business What is the legal/corporate name of your business?What is the trade/DBA name of your business?What is the trade/DBA name of the business being purchased?Give some background on the business, including its history, products/services provided, and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Give some background on the business being purchased, including its history, products/services provided, and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Give some background on the business, including its products/services provided and competitive advantages.Note: Please include as much information as possible, it’ll help us connect you with the right lender.Business Start Date MM slash DD slash YYYY Did you start the business or acquire it? Start Acquire Business Acquisition Date MM slash DD slash YYYY What is your business's tax ID number?What is the tax ID number of the business being purchased?What are your business’s gross annual sales?Based on the most recent full year.What are the business’s gross annual sales?Based on the most recent full year.Business Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Current Business Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Where is the real estate? City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Does the business have a separate mailing address? Yes No Mailing Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Describe the equipment you will be purchasing, including the quantities and prices of each item (if possible).Note: Please include as much information as possible, it’ll help us connect you with the right lender.How far into the equipment purchase process are you?Know the general type of equipment to purchaseKnow the exact equipment to purchase, but don’t have a vendor yetIn touch with a vendor and ready to purchaseAlready purchased and have invoices to payWhat can be offered as collateral to secure the loan?USDA B&I loans are required to be “fully collateralized”, meaning they must have a collateral value equal or greater than the value of the loan. This usually comes in the form of business assets (real estate, equipment, etc.). E. Loan Information and CalculatorWhat is the estimated total purchase price?Note: If you don’t know what the total purchase price will be, make your best estimate.What is the estimated refinance value?This is the value needed to fully pay off the business’s previous loan. This value should be the same as the value of the loan you’re seeking.What is the estimated down payment? (%)Note: If your planned down payment isn’t one of the listed options, choose the option that is closest to it.[Choose One]10 (Minimum)15 202530Note: The minimum down payment for B&I loans is 10%Down paymentDo you have the down payment readily available? Yes No When will you have it available?This is a purely informative loan calculatorLoan amountInterest rate (%)Note: 8.75% (i.e. prime + 2) is currently the average rate for B&I loans. Your loan’s rate, as well as whether it’s variable or fixed, will be determined by you and the lender.Loan term (years)Note: 30 years is the typical (and maximum) term for loans involving real estate.Loan term (years)Note: 10 years is the typical (and maximum) term for loans not involving real estate.Loan term[Choose One]15 Years (no real estate involved)30 Years (real estate involved)Note: 30 years is the typical (and maximum) term for loans involving real estate and 15 years is the typical (and maximum) term for loans not involving real estate.Monthly payment F. Additional InformationDo you own any other businesses? Yes No Have you ever owned a business? Yes No Describe any personal business experience that would be relevant or transferrable to the business you're purchasing.Will you be the only owner of the business? Yes No Are you the only owner of the business? Yes No What percentage of the business will you own?What percentage of the business do you own?When will the details of the project be finalized?2-3 months1 monthLess than a monthAlready finalizedHow sure are you that you're going to move forward with the planned project?Not sure / Just curiousSlightly sureSomewhat sureMostly sureAbsolutely sureIs there anything else we should know that wasn't covered by this form?*Note: Make sure to include anything else that would make your loan more appealing to lenders.What are you looking for from a B&ISavvy lender and loan?