← Back to RivetRatio

RivetRatio Commercial financing worksheet

Commercial loan request worksheet

Organize the request, the borrower, and the financial details in one place. Review the sections in order, skip what does not apply, and print a copy for your own preparation.

Preparation aid only—not an eligibility decision or a promise of approval.

All fields are optional. Answers are saved only in this browser and are never sent to RivetRatio.

Checking for a saved draft…

Section 01 of 06

Request overview

Start with the amount and what the funds would cover.

Optional

Enter the total amount of financing requested.

Optional

Outline the intended uses and any relevant timing.

Section 02 of 06

Borrower and ownership

Identify the borrowing entity and its owners or principals.

Optional

Enter the business name and entity type, if applicable.

Optional

List names, roles, and ownership percentages when relevant.

Optional

Describe what the business does and any context related to this request.

Section 03 of 06

Property or project

Add subject property or project details, if applicable.

Optional

Enter a city, state, or other useful location details.

Optional

For example, describe the property type or planned use.

Optional

Note whether this relates to a purchase, refinance, or another project stage.

Section 04 of 06

Repayment

Note the requested timing and expected repayment source.

Optional

Include a preferred term or repayment schedule, if known.

Optional

Describe the expected source or sources of repayment.

Section 05 of 06

Collateral

Describe assets offered as security and any existing claims.

Optional

Identify the asset and any details that help describe it.

Optional

Add an estimate and its basis or date, if available.

Optional

List existing liens, balances, or claims on the collateral.

Section 06 of 06

Financial snapshot

Add dated financial context; leave unavailable items blank.

Optional

Choose the date that applies to the figures below.

Optional

Note the period covered along with the amount.

Optional

Note the period covered along with the amount.

Optional

Describe available cash or reserves and the as-of date.

Optional

Summarize outstanding obligations and payments, if known.

Review your entries before printing. Nothing is submitted.