Business Loan Pre-Qualification
Before the full application: purpose, amount, trading history, and serviceability basics.
6 questions · 1 page · about 2 minutes to answer · fully editable after you start
Full loan applications waste everyone's time when the answer was knowable in six questions. This pre-qualification collects the decision drivers: purpose and amount, trading history and revenue band, existing debt service, and security available – enough for a fast in-principle answer either way.
The declined-fast borrower keeps their goodwill and their credit file; the qualified one arrives at the full application pre-sorted to the right product.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Your borrowing need
This form gives us the basic details we need to see whether a business loan could suit you. It is a first step and not a final decision. It takes about 2 minutes.
Q1.Business name, and what the funds are for*
Q2.Amount sought*
- Under $25,000
- $25,000 to under $100,000
- $100,000 to under $500,000
- $500,000 or more
Q3.Trading history*
- Under 1 year
- 1 to under 3 years
- 3 years or more
Q4.Annual revenue band*
- Under $100,000
- $100,000 to under $500,000
- $500,000 to under $2 million
- $2 million or more
Q5.Existing business borrowing?
- None
- Modest and serviced
- Significant
Q6.Security available, if any (assets, guarantees) - or None
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