Community Builders Development INC

Application

Contact Information

Owner First Name*

Owner Last Name*

Owner Email*

Owner Mobile Phone*

How did you find out about us?*

Select the type of loan product you wish to apply for*

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Business Information

Tax ID/EIN*

Business Name*

Do you do business under a different name? Yes No

Doing business as / DBA

Address*

Address Line 2

City*

State*

Postal Code*

Fax #

Business Phone*

Current Bank*

State of Incorporation*

Legal Entity Type*

Industry Type*

Average Monthly Sales

Average Monthly Expenses*

Business Website URL

Requested Amount*

Own or Lease Business Location

How many years remaining?

Debt outstanding

Business Rent or Mortgage Payment per Month

Business Description*

What types of business bank accounts do you have?
Please describe how you manage money for your business

Type of Location
Type of Location

Accounting/Financial Record Keeping
Other Accounting/Financial Record Keeping

Intended use of Proceeds*

Equipment Purchase Inventory Upgrades Renovations/Leasehold Improvements Expansion

Marketing/Website Working Capital Machinery Purchase Other

Other intended use of proceeds

Number of Employees

Number of Full-Time Employees

Number of Part-Time Employees

Anticipated number of new hires over the next year

Full-Time

Part-Time

Date of establishment*

Have you declared bankruptcy in the past 3 years?* Yes no

Are you a startup or an existing business (3 or more years)?* Start Up Existing Business

Do you have any outstanding tax liens or judgements?* Yes no

Do you owe any child support?* Yes no

Have you ever applied and/or received a loan from HEF? * Yes no
Owner Information

1st Owner 2nd Owner

Add Owner

First Name*

Last Name*

Home Address*

Address Line 2

City*

State*

Zipcode*

Ownership %*

Date of Birth*

SSN (or ITIN)*

Phone*

Mobile Phone

Driver's License Number

Driver's License State

Gender

Veteran Status

Race

American Indian and Alaskan Native Black or African-American Middle Eastern/North African White or Caucasian Prefer to Not Answer

Asian Hispanic, Latinx or Spanish Native Hawaiian and Other Pacific Islander Other

Other Race

Ethnicity

Marital Status

Highest level of education attainment

Citizenship/residency status: U.S. Citizen (If no, proof of residency must be provided) Yes No

Number of people in household other than yourself (or number of dependents)

Average Monthly Household Income other than from Business

Average Monthly Household Expenses

Sources of Income other than Business Spouse's income Other paid employment Social security or other retirement income Unemployment disability or other public assistance Other

Other Sources of Income

Have you declared bankruptcy in the past 3 years?* Yes no

Assets and Liabilities

Personal financial information can be provided at any time. However, to avoid unnecessary work, it may make sense to consult with a loan officer before completing these forms here.

Shawn Kyle

Cash On Hand And In Financial Institutions (Schedule A):

Financial institution(s) where held
Amount

Add item

TOTAL

$0.00

Securities, Stocks And Bonds (Schedule B):

Description, including maturities
Market value
Amount Pledged to Loan

Add item

TOTAL

$0.00

Life Insurance (Schedule C):

Insured
Beneficiary
Insurance provider
Face amount
Cash value

Add item

TOTAL CASH VALUE

$0.00

Real Estate (Schedule D):

Address/Description
Date acquired
Original cost
Present value
Name on title
Mortgage holder (i.e. bank or servicer)
Account number
Balance remaining on mortgage
Monthly payment
Maturity

Add item

TOTAL PRESENT VALUE	$0.00
TOTAL REAL ESTATE DEBT OUTSTANDING	$0.00

Other Debt (Schedule E): Examples include a car loan, personal loan, installment loan or credit card debt outstanding

Payable to whom
Date of note
Original amount
Balance remaining
Monthly payment
Collateral

Add item

TOTAL AMOUNT OUTSTANDING

$0.00

Other Personal Property (Schedule F): Examples include vehicles or other valuable personal property not otherwise described

Description
Date acquired
Purchase price
Market value today

Add item

TOTAL MARKET VALUE

$0.00

Other Liabilities: Include any other debt that have not been previously listed

Accounts and bills due
Unpaid real estate taxes
Unpaid income taxes

Add item

TOTAL

$0.00

Summary

TOTAL ASSETS
TOTAL LIABILITIES
TOTAL NET WORTH

Income and Expenses

Expected Monthly Income:

Are you currently employed?
Do you plan on remaining employed with your current employer?
Is it a full or a part time job?	Full Time Part Time
Monthly wages after taxes
Owners draw from your business that you are applying for
Dividends and bond interest
Real estate income (net)
Alimony, child support, maintenance income

Add item

TOTAL

$0.00

Expected Monthly Expenses:

Income taxes
Insurance premiums (e.g. auto,medical,home)
Mortgage payments
Rent
Alimony, child support, maintenance expense
Gas and electric
Water/Sewer/Trash
Phone (cell and/or landline)
Cable and internet
Groceries
Entertainment

Add item

TOTAL

$0.00

Estimated Monthly Free Cashflow

TOTAL

$0.00

Other financial information

Financial History:

Are you a defendant in any suits or legal actions?

If yes, please explain.

Are any of your tax obligations past due?

If yes, please explain.

Have you ever declared bankruptcy?

If yes, please explain.

Contingent Liabilities: Are you potentially liable for any of the following, for example as a guarantor?

As endorser, co-maker or guarantor

If yes, please explain.

On leases or contracts

If yes, please explain.

Assets pledged (other than described on Schedules)

If yes, please explain.

Are you liable for any unsatisfied judgements?

If yes, please explain.

Other contingent liabilities
Required Documents

As part of the underwriting process, we need to review the records for your business bank account(s). The process for doing this can be greatly facilitated if you provide login credentials for your primary business bank account via the button below. This uses a service called Plaid and is entirely secure. Neither we nor our software providers ever store or see your credentials. It will pull your last 12 months of bank statements. As an alternative, you can also scan and upload bank statements.
Your review will be faster if you link your bank account directly with our platform

Additional required documents

Three Most Recent Bank Statements

Business Plan

Last Two Years Of Financial Statements (Balance Sheet, Income Statement)

Two Years Of Projections Of Income And Expenses

Business Executive Summary

Most Recent Business Tax Returns (Previous Tax Year)

Most Recent Business Tax Returns (Current Year)

Most Recent Personal Tax Returns (Current Year)

Most Recent Personal Tax Returns (Previous Tax Year)
Application Submitted

Application

Application

Contact Information

Business Information

Number of Employees

Anticipated number of new hires over the next year

Owner Information

Assets and Liabilities

Shawn Kyle

Cash On Hand And In Financial Institutions (Schedule A):

Securities, Stocks And Bonds (Schedule B):

Life Insurance (Schedule C):

Real Estate (Schedule D):

Other Debt (Schedule E): Examples include a car loan, personal loan, installment loan or credit card debt outstanding

Other Personal Property (Schedule F): Examples include vehicles or other valuable personal property not otherwise described

Other Liabilities: Include any other debt that have not been previously listed

Summary

Income and Expenses

Expected Monthly Income:

Expected Monthly Expenses:

Estimated Monthly Free Cashflow

Other financial information

Financial History:

Are you a defendant in any suits or legal actions?

If yes, please explain.

Are any of your tax obligations past due?

If yes, please explain.

Have you ever declared bankruptcy?

If yes, please explain.

Contingent Liabilities: Are you potentially liable for any of the following, for example as a guarantor?

As endorser, co-maker or guarantor

If yes, please explain.

On leases or contracts

If yes, please explain.

Assets pledged (other than described on Schedules)

If yes, please explain.

Are you liable for any unsatisfied judgements?

If yes, please explain.

Other contingent liabilities

Required Documents

Additional required documents

Application Submitted