401k and or IRA Loan Form - E-Funding Company

Business Name?
Legal Business Name*
- Skip
Doing Business As

State of Incorporation*
When Did You Incorporate?*
MM slash DD slash YYYY
EIN #

Business Address (Physcial Address)*
Street Address Address Line 2 City State ZIP Code

Is this an actual retail/office space?*
- Yes
- No
Rent or Own Business Location*
Rent/Mortgage*

Landlord's Name
Landlord's Phone Number
Do you have a physical land line? If yes what is the phone number?
- Yes
- No
Business's Phone Number

Type of Business (I.E Automotive, restaurant, investment)*
Annual Business Revenue*

Monthly Credit Card Volume*
Average Bank Deposit Monthly*
Are there any NSF? (Non-sufficient Funds)*

Do you have any check or bill that bounce?

Average Bank Balance*
Outstanding Merchant Cash Advance*
Can you provide the most recent 2 years business income tax returns?

Can you provide the most recent three (3) months business bank statements?*
- Yes
- No
Can you provide the most recent four (4) months business bank statements?*
- Yes
- No
Can you provide the most recent six (6) months business bank statements?*
- Yes
- No

Owner(s) Information

If you are applying for individual credit in your name and relying on your own income or assets and not the income and asset of another person as the basis for repayment.

Compete Borrower 1 and omit borrower 2.

If this is an application for joint credit with another borrower or your company have owners that own 20% or more of the company, complete borrower 2.

If there are more owners, the underwriter may require the other owners to complete a loan application too.

Owner Information (1)
Legal Name*
Title First Last Suffix
Date of Birth*
MM slash DD slash YYYY
Marital Status*
Phone Number*

Email
% Business Ownership*
Years as Owner of the business*

Current Home Address*
Street Address Address Line 2 City State ZIP Code

Home Ownership*
How long has applicant lived at current address?*
Monthly Mortgage/Rent*

Previous Home Address (need 2 years home address)
Street Address Address Line 2 City State ZIP Code

(To be used if applicant has lived less than 2 years at current address.)

Personal Income
Annual Income*

Dollars
Other gross Income per month*

Dollars
Source(s) of other income per month*

Dollars

Do you have a co-borrower that you want to add to your loan application?*
- Yes
- No
Do you have another owner that owns at least 20% of your company?
- Yes
- No

Owner Information (2)
Legal Name*
Title First Last Suffix
Date of Birth*
MM slash DD slash YYYY
Marital Status*

Phone Number*
Email*

% Business Ownership*
Years as Owner of the business*

Current Home Address*
Street Address Address Line 2 City State ZIP Code

Home Ownership*
How long has applicant lived at current address?*
Monthly Mortgage/Rent*

Previous Home Address (need 2 years home address)
Street Address Address Line 2 City State ZIP Code

(To be used if applicant has lived less than 2 years at current address.)

Personal Income - Owner #2
Annual Gross Income*

Dollars
Other Gross Income per month*

Dollars
Source(s) of other Gross income*

Dollars

MISC Business Information
Does your business have a website? If yes what is your website?*
Do you have a 9-digit D-U-N-S Number?*
- Yes
- No
Do you know your Business Paydex Score?*
- Yes
- No
Have you ever been in Foreclosure?*
- Yes
- No
Are there Judgments, Collections or Liens on your Credit Report?*
- Yes
- No

Loan Amount Requested*

Pick the amount of loan you desire. If your company meet our investor group's requirement, your loan can be accepted or a counteroffer will be given
Interested Rate*

Pick Your Interest Rate Interest rate can be as low as 3.99%
What loan term do you desire?*

Pick Your Term Loan term can be up to 5 years

What is your financial goal?*
What plan do you have for using it? (We may offer a different program that might be of more help depending on the answer to this question)*
What is your deadline for needing the money? (Your answer may indicate which program is best for you.)*

ACTION NEEDED BY APPLICANT

We required you to pull your credit report for a pre-approval. Please go to https://e-fundingcompany.com/personal-credit-report-2/ and pull your credit report. This is our preferred credit report. We find that this one is the best choice for our client(s). We can not give you a pre-approval without your credit report. This is a soft pull and will not affect your credit score.
Upload your credit report here*
Max. file size: 128 MB.
Upload your credit score here*
Max. file size: 128 MB.

Where did you find our loan program?*

Were you referred here by an individual or company? Describe how you found us.

Term: You agree that by submitting this loan application, you give E-Funding Company and affiliate permission to process and pre-approved your business loan. You also give E-Funding Company and affiliates permission to call, email, and text you. By signing & faxing or emailing us your application, you certify that (i) you are applying for yourself and or you are authorized to apply on behalf of the company whose full legal name appears above under the Company Information portion of the Loan Application for a personal loan, business loan and or commercial loan from us and (ii) all information you provide within the Loan Application and other supporting documents is true and complete and that you will notify us of material changes to such information. You understand & agree that we and our agents and assignees are authorized to contact 3rd parties to make inquires in evaluating your Loan Application (including requesting business & personal credit bureau reports from credit reporting agencies and other sources) or for any update, renewal, extension of credit bureau name and address. You understand and agree that we may provide credit & other information from the Loan Application and on the signing individual(s) & the company with 3rd parties who may use the information for any lawful purpose, including for the purpose of offering credit and/or other products & services to the signing individual(s) and/or the company.
Yes I agree to the terms listed below

Term:

You agree that by submitting this loan application, you give E-Funding Company and affiliate permission to process and pre-approved your business loan. You also give E-Funding Company and affiliates permission to call, email, and text you.

By signing & faxing or emailing us your application, you certify that (i) you are applying for yourself and or you are authorized to apply on behalf of the company whose full legal name appears above under the Company Information portion of the Loan Application for a personal loan, business loan and or commercial loan from us and (ii) all information you provide within the Loan Application and other supporting documents is true and complete and that you will notify us of material changes to such information. You understand & agree that we and our agents and assignees are authorized to contact 3rd parties to make inquires in evaluating your Loan Application (including requesting business & personal credit bureau reports from credit reporting agencies and other sources) or for any update, renewal, extension of credit bureau name and address. You understand and agree that we may provide credit & other information from the Loan Application and on the signing individual(s) & the company with 3rd parties who may use the information for any lawful purpose, including for the purpose of offering credit and/or other products & services to the signing individual(s) and/or the company.
Signature (1)*

Signature (2)

401K and IRA Financing

Financing Information

ACTION NEEDED BY APPLICANT

ACTION NEEDED BY APPLICANT

Step 1 of 8

Commercial Loan

Business Loan Program

True Business Loan

Rehab Line of Credit

Unsecured Personal Loan

Owner(s) Information

Owner Information (1)

Owner Information (2)

Personal Income - Owner #2

MISC Business Information

ACTION NEEDED BY APPLICANT

Term:

Startup / Working Capital ----- Business loan

Business loan Stops here

Purchase a Business

Commercial Loan