Lending Needs Analysis

About You / Your Business

This is an initial financing inquiry—not a full loan application.

Full Name *

Email *

Phone *

Business / Organization Name

Applying As

Business Structure

Industry / Type of Business

State

Years in Business

Ownership Percentage (If Applicable)

Approximate Annual Gross Revenue

Projected Annual Revenue After This Project (If Known)

Approximate Credit Range (Optional)

Startup or Existing Operation?

Financing Request

Desired Loan / Financing Amount *

Projected Timeline / Desired Closing * Choose the closest timeframe. Add an exact target date below if one applies.

Target Closing / Funding Date (If Known) Optional—use this for a contract, purchase, equipment order, or other specific deadline.

Preferred Repayment Term (If Known) If you are unsure, leave the first option selected and we can help match the term to the request.

Estimated Total Project / Purchase Cost

Cash / Down Payment / Equity Available

Source of Down Payment / Equity

Primary Purpose of Funds

Desired Monthly Payment Range (If Known)

Is This Purchase / Project Already Under Contract?

Contract / Vendor / Closing Deadline

Real Estate

Will This Request Include Real Estate?

Estimated Property Purchase Price / Value

Current Real Estate Loan Balance

Property Location

Is the Property Owner-Occupied?

Current Lender / Approximate Maturity Date (If Refinance)

Financing Background & Documentation Readiness

Have You Already Approached a Bank or Lender?

Do You Have an Existing Banking Relationship?

Collateral Available Beyond Real Estate?

Is Any Part of the Request Time-Sensitive?

If Requested Later, Which Items Are Currently Available?

Recent business tax returns Current year-to-date profit & loss statement Current balance sheet Business debt schedule Recent business bank statements Purchase agreement / contract / equipment quote

Do not upload these documents through this initial inquiry unless Lamb Solutions provides a secure method to do so.

Describe What You’re Trying to Accomplish *

Known Credit, Cash-Flow, Timing, or Financing Issues We Should Consider?

Anything Else We Should Know?

Not requested on this initial inquiry: Social Security numbers, bank-account numbers, tax returns, or detailed financial statements. Those should only be provided later through a secure process if a financing source requires them.

Submission Review — All Completed Fields

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Financing disclosure: Completing this inquiry does not constitute a credit application, approval, commitment, or offer of financing. Financing is subject to lender criteria, documentation, underwriting, collateral, credit, product availability, and other applicable requirements.

About You / Your Business

Financing Request

Existing Loans & Upcoming Needs

Financing Background & Documentation Readiness

Submission Review — All Completed Fields