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Updated Onboarding Form for Salesforce

Boomin to the Bank Loan Readiness Onboarding Form (Updated 7/6/24)

Please complete the Onboarding Form honestly so you can be properly assisted. Your responses will also help improve the program for future participants.

Step 1 of 4

25%

Basic Business Details

Do you run your business full or part time?(Required)
Current Business Structure(Required)
Do you have a business plan?(Required)

Personal & Business Finance

Do you have a personal budget?(Required)
How would you rate your personal credit?(Required)
Do you have a business budget?(Required)
Have you established any business credit?(Required)
Have you established an EIN?(Required)
Have you obtained a Dun and Bradstreet number?(Required)
Do you have a business bank account?(Required)
Do you have a relationship with a banker?(Required)
Are you currently bookkeeping for your business?(Required)
Which bookkeeping system does your business currently use?(Required)
Please do not create a new bookkeeping system during the program.

Are you actively reconciling your books on a monthly basis?(Required)
Can you produce a profit and loss statement for your business?(Required)
Have you created sales projections for your business?(Required)

Kiva Loan

Are you interested in applying for a zero interest loan up to $15,000?(Required)
Have you previously applied for funding for your business?(Required)
What was the outcome of the loan you previously applied for?(Required)
If your loan was denied, please include the reason below.
Kiva Loan Screening(Required)
Please carefully read every section and mark all that apply.

Business Mindset & Coaching

On a scale of 1 to 5, with 1 being lack of confidence and 5 being completely confident, how confident do you feel in running your business?(Required)
On a scale of 1 to 5, with 1 being unsupported and 5 being completely supported, how supported do you feel in your business(Required)

Business Owner Information

This section is collect data that must be reported to our grant funder for this program.
Name(Required)
Age Group(Required)
Race(Required)

Ethnicity(Required)
Gender(Required)
Highest Education Level Completed(Required)
Please check any of the following that apply
Household Income Level(Required)
Please provide your size in men’s size tshirts.
Shipping Address(Required)
Enter Your Email Below to Receive a Copy of Your Responses(Required)
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