Template documents for your loan application

To complete your loan application, you'll need to tell us a bit about your business idea and how the money will work.

Once you've got your application underway, your adviser will let you know exactly which documents are right for you, and support you in completing them too.

1. Business Plan Template

This template is specifically designed for people who are applying for a Start Up Loan with us.

We've kept the jargon to a minimum, and each section has an explanation and a set of example questions to help you answer it.

NB: You will need a programme which can open Microsoft Word files to view and complete this documents. If you do not have this software please let us know and we will be able to provide the documents in an alternate format.

Download Business Plan Template

2. Financial Forecasts & Personal Survival Budgets

Every business needs to look at its financial forecasts - how much money you'll make, how much you'll spend, and how that money moves in and out for your business.

We may also need you to look at your own personal survival budget to make sure you can pay your bills whilst you get up and running.

NB: You will need a programme which can open Microsoft Excel files to view and complete this documents. If you do not have this software please let us know and we will be able to provide the documents in an alternate format.

Download financial forecast template
Download personal survival budget

3. Loan Expenditure

Our loan expenditure document does exactly what it says on the tin - it looks at what you'll be spending your loan on.

It helps us understand where the money is needed, how it supports your business idea, and makes sure you're borrowing the right amount.

NB: You will need a programme which can open Microsoft Excel files to view and complete this documents. If you do not have this software please let us know and we will be able to provide the documents in an alternate format.

Download loan expenditure template

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