Benetrends Funding Application

By using this tool, we should be able to provide you with an assessment on your SBA fundability. While this is not a commitment to secure a loan, it will give us the information we need to provide actionable next steps in pursuing SBA options.

Submit Your Funding Application

"*" indicates required fields

Step 1 of 8

12%

This field is hidden when viewing the form

Sales Consultant Email*

Contact Information

Name*

First Last

Address

Street Address*

Address Line 2

City/Province*

State/Province/Territory*

ZIP Code*

Country*

Phone*

Email*

Date of Birth*

Month

Day

Year

Are you a citizen of the USA?*

Yes

If no, are you a permanent resident?*

Yes

What type of permanent resident?*

Conditional

Unconditional

Personal Information

If you do not have your credit score, you can get it at identityiq.com,

This field is hidden when viewing the form

Credit Score

This field is hidden when viewing the form

Please upload your credit report, including the score, here. Credit Karma is not accepted.

Max. file size: 50 MB.

**Depending on the funding option you move forward with, Benetrends may need to collect additional reports later in the process.

Have you ever been convicted of any misdemeanor or felony? (Other than a minor traffic violation)*

Yes

Have you or a corporation owned or controlled by you ever been involved by a bankruptcy?*

Yes

Are you currently involved in any lawsuits or legal actions, either as plaintiff or defendant?*

Yes

If you answered yes to any of the above questions, please explain:*

Are You Legally Married?

Yes

If yes, please complete the spousal information on the next page

Social Security Number*

Consent*

Confirmation

I understand by clicking on the Confirmation button I am giving consent to Benetrends Inc under the fair credit reporting act authorizing Benetrends to obtain information from my personal credit profile and other background reports. I authorize Benetrends Inc to obtain such information to qualify me for loan options.

Spousal Information

Spouse Name

First Last

Spouse Date of Birth*

Month

Day

Year

Spouse Social Security Number*

Are you a citizen of the USA?

Yes

If no, are you a permanent resident?

Yes

What type of permanent resident?*

Conditional

Unconditional

If you do not have your credit score, you can get it at identityiq.com,

This field is hidden when viewing the form

Credit Score

Have you ever been convicted of any misdemeanor or felony? (Other than a minor traffic violation)*

Yes

Have you or a corporation owned or controlled by you ever been involved by a bankruptcy?*

Yes

Are you currently involved in any lawsuits or legal actions, either as plaintiff or defendant?*

Yes

If you answered yes to any of the above questions, please explain:*

Consent*

Confirmation

Project Information

This field is hidden when viewing the form

Do you own more than 20% of an existing business?

Yes

This field is hidden when viewing the form

What is the name of this business?

This field is hidden when viewing the form

How many years has it been in operation?

What is the name of the franchise or Business Model you’re interested in?*

This field is hidden when viewing the form

Have you identified a business you're interested in?

Yes

What is your estimated total project cost?*

Will there be a co-borrower (spouse) or anyone owning more than 20% of the business?*

Yes

If Yes, please add their names and email below. All non-spouse owners of 20% or more of the business must complete an assessment form.

Would you like us to set up your corporate entity?*

Assets

Checking/Savings/Cash on hand*

Stocks/Bonds/Investment Portfolio*

Investments not tied to retirement accounts: Non-IRA and non-401k. Please do not include any cryptocurrency.

This field is hidden when viewing the form

All Notes Payable to Banks

Auto, Student, Credit Cards, Unsecured Term Loans, etc

401k Funds with Current Employer*

401k Funds with Previous Employer or Non-Roth IRA Funds*

Non-ROTH IRA or Other Retirement Acct*

Other*

If Other, Please Explain*

Do you currently own your home or any other properties?*

Yes

This field is hidden when viewing the form

If you are eligible, do you plan on using your retirement funds for a cash injection?

Yes

This field is hidden when viewing the form

If so, how much?

Real Estate

Please enter up to 5 entries for owned real estate. If you own more, you must fill out a supplemental sheet

This field is hidden when viewing the form

Real Estate Owned

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

First Entry

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

Second Entry

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

Third Entry

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

Fourth Entry

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

Fifth Entry

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

If you don't own residence, what is your monthly rent payment?

Income

Are You Currently Employed?*

Yes

Is Your Spouse Currently Employed?*

Yes

Will You Remain Employed?

Yes

Will They Remain Employed?

Yes

Name of your current employer*

Name of Spouse current employer*

This field is hidden when viewing the form

Job Title

This field is hidden when viewing the form

Spouse Job Title

Applicant Salary*

Spousal Salary*

Applicant Other

Dividends, Pension, SSA, etc

If Other explain*

This field is hidden when viewing the form

Spousal Other

Dividends, Pension, SSA, etc

Bonus Potential

Income from Owned Real Estate*

Total Income

Existing Businesses & Signature

This field is hidden when viewing the form

Applicant Mortgage/Rent Payment*

This field is hidden when viewing the form

Applicant ALL Other Monthly Loan Payments*

Auto, Student, Credit Cards, etc

This field is hidden when viewing the form

Applicant Other*

Alimony, Child Support, etc

This field is hidden when viewing the form

Total Obligations

Do you own more than 20% of an existing/open business?*

Yes

Please list the name(s) of the existing business with the years in operation*

Agreement*

Confirmation

I certify that all information provided in this application, along with accompanying documents, is accurate and truthful to the best of my knowledge. As a responsible applicant, I understand the seriousness of providing false information. Please note that inaccuracies or mistruths may result in the denial of services, and refunds will not be issued under any circumstances.

Signature*

Signature of Spouse*

Date

Month

Day

Year

ROBS 401(k) Funding

SBA Loans

ROBS Plus Growth Strategy

Additional Products & Services

Fleet Financing

QuickStart Loan Program

Podcasts

Episode 39 - Your SBA Loan Checklist: Expert Tips for Aspiring Business Owners

Episode 38 - Building the Right Foundation: Choosing the Best Business Structure

All Podcasts →

Blog

Benetrends Financial Responds to Game-Changing SBA 7(a) Fee Adjustments Effective October 1, 2023: An Unprecedented Opportunity for Aspiring Entrepreneurs

ROBS Plan: How Much of Your 401k to Use

All Blogs →

Webinars

Unlocking the SBA Puzzle: Why Your Loan Didn't Close & How to Fix It

Elimination of the SBA Franchise Directory Got You Concerned?

All Webinars →

Videos

Strategies to Fund Your Business in 2025

Unlocking the Power of ROBS: Using Retirement Funds to Fund Your Business

All Videos →

White Papers

The Definitive Guide to 401(K)/ROBS Business Funding

Innovative Funding Strategies for Entrepreneurs

Funding a Business With Your Own Retirement Funds

All White Papers →

Loan Calculators

Business Planning Calculator

Small Business Loan Calculator

Pre-Qualified Business Funding Calculator

Benetrends Funding Application

Submit Your Funding Application

Contact Information

Personal Information

Spousal Information

Project Information

Assets

Real Estate

First Entry

Second Entry

Third Entry

Fourth Entry

Fifth Entry

Income

Existing Businesses & Signature