Prequalify Now
Name
Address
City, State, Zip
Home Phone
Cell Phone
Business Phone
Pager
Best time to call
Which Number
Email Address
Have you Chosen a Franchise?
If yes, name of Franchise
Age
Part I. Personal Financial Statement (PFS)
Liabilities Assets
Total Credit Card Debt
$
Checking/Savings
$
Car Loans/Leases
$
Certificate of Deposit
$
Loans against investments / Insurance
$
Money Market Account
$
Student Loans
$
Mutual Funds
$
First Mortgage
$
Stocks
$
Second Mortgage
$
Stock Options
$
Home Equity Line
$
Bonds
$
Taxes Due
$
Treasury Bills
$
Taxes-Investments
(if cashed in)
$
Investment Real Estate
$
Taxes-Retirement
(if cashed in)
$
401K or 403B
$
IRAs or Keogh
$
Pensions
$
Value of Life Insurance
$
Value of Private Business
$
Home
$
Car
$
Other (Jewelry/ Furnishings)
$
TOTAL LIABILITIES
$
TOTAL ASSETS
$
TOTAL NET WORTH
$
   
Part II. Personal Income & Expense Analysis (PIE)
INCOME
Source of Income Annually
Gross Salary - Principal $
Spouse $
Other Income $
Rental $
Interest $
Dividend $
Other $
Total Income:
$
   
EXPENSES All answers should be on an annual basis
Mortgage - Personal Residence (PITI) $
Rental Property (PITI) $
Alimony $
Automobile Loans $
Child Care $
Credit Card Expenses
(5% of credit balances)
$
Educational Expenses $
Income taxes
(based on highest amount of past 3 yrs)
$
Installment Loans $
Insurance
(Medical/Life)
$
Miscellaneous
(minimum 10% of total income)
$
Personal Expenses $
Property Taxes
(if not included in mortgage payment(s))
$
Rental Property Expenses $
Utilities
(including telephone and cable)
$
Other Expenses $
Total Expenses:
$
Net Discretionary Income (Income minus Expenses)
$
Coverage Ratio (Income/Expenses)
$
   
Part III. Questionnaire
How is your personal credit?
Do you know what your credit score is?
Have you had a bankruptcy within the last 10 years?
How much credit card debt, if any, do you have? $
Current/latest occupation:
Current/latest job title:
Current/latest salary $
Would you still be retaining your current salary?
Do you own a home or other property?
How much equity is in your home? $
How much equity is in the other property? $
Do you have a second income?
Available cash to invest: $
Are all your taxes current (Business or Personal)?
Have you applied for an SBA Loan before?
Were you approved?
Do you owe any money for student loans?
Are you current with your payments?
Are you a US citizen?
Have you ever been charged with, arrested or convicted of any criminal offense other than a minor vehicle violation?
Have you ever owned a business or franchise before?
If yes, please explain:
Considering other family income and your cash reserves, what is the least amount of yearly income you will need to draw from your business during the first year?

During this application process, you may have access to certain information from or about Franchise Buyer Direct or its associated entities, which Franchise Buyer Direct or its associated entities may consider confidential ("Confidential Information"). Confidential Information does not include information that is generally known and available, or in the public domain through no fault of yours. You agree not to disclose any Confidential Information to any third parties and not to use any Confidential Information for any purposes except to carry out your rights and responsibilities under this application. You shall make no representations regarding the association between you and Franchise Buyer Direct. You and Franchise Buyer Direct may subsequently enter into a more comprehensive confidentiality agreement which will supercede these terms and conditions. Until such time, these terms and conditions shall govern. If you agree with the all of the above stated terms and conditions, then please click on the "I Agree" button below.

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