M&T Bank · Small business lending

Business Digital Loan Application

Autofills from the customer’s documents.

The customer’s application and three months of bank statements, if they have them. Drop them in and most of the application fills itself.
Otherwise their name, mobile, email and legal business name. Salesforce fills in the rest.
Each owner’s ID, seen in person, with a photo of it for the walled-off documents.
Up to $250,000 across products, and up to four owners.

Authorization

Sample wording, to be replaced by M&T's own.

By signing, the business and each owner certify that everything in this application and the documents given with it is true, correct and complete, and authorize M&T Bank and its affiliates to obtain business and personal credit reports, and to verify any information given, now and while any credit is outstanding.

Business Digital Loan Application

Products

Owners

Personal finances

Authorization

Signatures