Application

Ready to officially start the application process? Please review the instructions first, create your profile and then start the process below.

Step One – Create an account
  • The loan application and all the documents that you upload can be stored in your online account.
  • Information saved or uploaded is stored in the account you created. You can return to your account as necessary to refine your application and document uploads.
  • Visit the Business Resources Library for needed forms and resources.
Step Two – Prepare, complete and include personal information that is required:
  • Signed Release Authorization form
  • Your Personal Financial Statement (PFS)
  • Include a copy of your personal tax returns for all business owners (last 3 years)
Step Three – Include Information about Your Business:
  • A new start-up requires a business plan.
  • Describe how you will use loan proceeds by filling out the Sources and Use of Funds Form.
    • In the sources of funds section include funds you have invested along with any other source of capital including banks and investors.
    • In the use of funds section include detailed information on how you plan to use the loan proceeds.
  • Complete Company Debt Schedule Form.
  • Upload the business tax returns for the last 3 years (if less than 3 years old, submit all tax returns available).
  • Upload a copy of year-to-date company financial statements (Income Statement & Balance Sheet).
Step Four – Submit Application

Submit your loan application package when you are ready and all fields have been filled out completely.

Contact a CIFI business development officer for assistance, follow-up and planning for next steps

For further assistance on completing a CIFI loan application, you can contact a CIFI representative by:

To help ensure a quicker response about your application, please ensure to fully complete the application by providing all the information requested.

Please log in before continuing, or register to create a user account.