Application Resources
Have you been asked to submit a form or document?
This page contains forms you may need to complete the application process, and links to resources.
Haven’t started an application? Apply now!
You only need some of these forms, depending on what type of loan you are applying for. Please only download the form you’ve been asked to submit, and follow the instructions you were given to send them to us once completed.
More Small Business Resources
Accounting Tips for Small Businesses
Key Insurance Requirements for SBA Loans: What Borrowers Need to Know
Reframing Uncertainty into Opportunity: Borrowing to Grow Your Small Business Shouldn’t Be Scary
Creating a Financial Planning & Analysis Process for Your Small Business
Why Life Insurance is Often Required for SBA Loans
What is EBITDA?
1Plaid is a third-party technology utilized by Lendistry to verify and connect your financial accounts to our platform so customers may utilize our services. The use of personal information on or through Plaid’s technology is subject to its privacy policy. For further information, see Plaid’s Privacy Policy.
2Persona is a third-party technology utilized by Lendistry to verify an individual’s identity and protect against identity spoofing. The use of personal information on or through Persona’s technology is subject to its privacy policy. For further information, see Persona’s Privacy Policy.









