How to Get Ready for a Business Loan — Preparation Checklist
Preparation Guide

How to Get Ready for a Business Loan

Prepare your business and finances to improve your chances of loan approval and get better terms.

To get ready for a business loan, follow this checklist: (1) Check and improve credit scores (personal and business), (2) Organize financial documents (bank statements, tax returns, financial statements), (3) Build consistent revenue (6+ months of $10k+/month), (4) Reduce existing debt to improve debt-to-income ratio, (5) Prepare a clear use-of-funds plan, (6) Ensure business is in good standing (no liens, judgments, or tax issues), (7) Build cash reserves. Start preparing 3-6 months before applying for best results.

Loan Readiness Checklist

1. Check & Improve Credit Scores

Review your personal credit (FICO) and business credit (Paydex). Aim for 650+ personal credit for best rates. Pay down debt, dispute errors, and make on-time payments.

Learn how to build business credit and how to improve your credit score.

2. Organize Financial Documents

Gather and organize all required documents:

  • • 3-6 months business bank statements
  • • Business tax returns (1-2 years)
  • • Financial statements (P&L, balance sheet)
  • • Business formation documents

See complete documents checklist and how to prepare financial statements.

3. Build Consistent Revenue

Show 6+ months of consistent revenue ($10k+/month minimum). Lenders want to see stability and growth potential. Avoid applying during slow seasons if possible.

4. Reduce Existing Debt

Pay down existing debt to improve debt-to-income ratio. Lower debt service improves your ability to take on new debt and gets better rates.

5. Prepare Use-of-Funds Plan

Have a clear plan for how you'll use the loan funds. Lenders want to see specific, legitimate business purposes (equipment, inventory, expansion, working capital).

6. Ensure Business Is in Good Standing

Resolve any liens, judgments, or tax issues before applying. Lenders check business credit and public records. Clean up any issues that could disqualify you.

7. Build Cash Reserves

Having cash reserves (3-6 months expenses) shows financial stability and improves approval chances. It also provides a buffer if cash flow tightens.

Preparation Timeline

6 Months Before

  • • Start building consistent revenue
  • • Begin improving credit scores
  • • Organize financial records
  • • Resolve any business issues

3 Months Before

  • • Gather all required documents
  • • Continue improving credit
  • • Build cash reserves
  • • Research lenders and loan types

1 Month Before

  • • Finalize use-of-funds plan
  • • Review all documents for accuracy
  • • Get pre-qualified with multiple lenders
  • • Compare offers and terms

What Lenders Look For

Lenders evaluate these factors when reviewing applications:

Primary Factors:

  • ✓ Credit score (personal & business)
  • ✓ Revenue and cash flow
  • ✓ Time in business
  • ✓ Debt-to-income ratio

Secondary Factors:

  • ✓ Industry and business type
  • ✓ Use of funds
  • ✓ Collateral/assets
  • ✓ Business financial health

Frequently Asked Questions

How long should I prepare before applying?

Ideally 3-6 months. This gives you time to improve credit, build revenue history, organize documents, and resolve any issues. However, you can apply sooner if you already meet basic requirements.

What if I don't meet all requirements?

Some lenders are more flexible than others. Alternative lenders may approve with lower credit or shorter time in business, but rates will be higher. Consider business loans with bad credit options.

Can I apply before I'm fully ready?

You can, but you're more likely to be denied or get worse terms. It's better to wait and strengthen your application. Use our business loan readiness checklist to assess readiness.

Ready to Apply?

Once you're prepared, apply now and get a decision in 24-72 hours.

Fast decisions • Clear terms • Real people