Designated Lender’s PDF Applications

Only access this page if your Account Manager directed you to come here

to use one of our Designated Lender PDF Applications.

Select the link to the PDF Application for the Lender your Account Manager Designated you to.

Open the correct PDF Application and enter the requested information.

When complete, print out the Application (at 300 dpi), and sign it.

Scan the Completed and Signed Application.

Email the .pdf file to credit@workboat.capital.

Also, here’s the checklist of other information need for this SBA application:

Complete the Application (above)

Business Plan

Executed Agreement of Sale

Bylaws/Operating Agreement/Partnership Agreement /Certificate of Formation/Articles of Incorporation/EIN

Copy of ID (Front and Back)

Bank Statements or other supporting documents

Last 3 years of business tax returns

last 3 years of personal tax returns

Year to date Profit and Loss with Matching Balance Sheet

2024 Profit and Loss with Matching Balance Sheet

3 years of forward projections with assumptions

Business Debt Schedule