Community Development Financial Institution (CDFI) Loan Checklist

Instructions: The CDFI Loan Preliminary Information Request is a PDF file. Please print the file and fill in this required information:

1. Requested loan amount
2. Purpose for which loan proceeds will be used
3. Signed authorization for a credit and background inquiry for each owner (another credit and background authorization for multiple owners can be found here.
4. Personal financial statement for each owner (another personal financial statement page for multiple owners can be found here.

Send your completed preliminary information to us via fax, mail, or walk-in. After receiving your preliminary information, BCI Lending will contact you within 48 hours to discuss our interest in your small business loan request.