How to Apply

Apply for a Loan with Confidence

From eligibility to closing, we’ll guide you through every step of the loan process—so you can focus on growing your business.

Questions Answered

Frequently
Asked Questions

Have questions about eligibility, the loan process, or required documents? We’ve got answers to help you move forward with clarity and confidence.

A CDFI is a mission-driven financial institution dedicated to providing fair, responsible financing to underinvested communities. Unlike traditional banks, CDFIs focus on community development and often work with borrowers who may not qualify for conventional loans.

Businesses must be located in one of the following areas:

  • DC: District of Columbia
  • MD: Montgomery County, Prince George’s County
  • VA: Arlington County, City of Alexandria, Fairfax County,
  • City of Fairfax

Must have been in business for a minimum of 1 year

Must have had business revenue at or above $50,000 during the previous fiscal year

You can begin the process by completing our online loan inquiry form or contacting our lending team. We’ll guide you through a pre-screening, document submission, underwriting, and closing processes.

Required documents typically include:

  • Personal and business tax returns (past 2 years)
  • Personal financial statement
  • Interim Profit & Loss Statement and Balance Sheet
  • Business bank statements
  • Articles of incorporation and licenses

Additional documentation may be requested during underwriting. Submission of all requested documents does not guarantee the approval of your loan request.

The process typically takes 3 to 6 weeks, depending on the complexity of the application and the borrower’s readiness with required documents.

Rates and terms vary based on the loan program, risk assessment, and borrower profile. Generally:

  • Loan amounts: $10,000 – $250,000
  • Terms: 3 – 6 years
  • Interest rates: Competitive and fixed

We evaluate collateral on a case-by-case basis, depending on the loan size. While we strive to make loans accessible, we do require business assets and a personal guarantee.

Yes. Loan fees may include:

  • Origination fee (up to 3%)
  • $50 Application fee
  • Late payment fees
  • All fees are disclosed before closing.

We take a flexible, character-based approach to lending. We consider the full picture—business potential, community impact, and your plan to repay. If you’re not ready now, we can connect you with business coaching services to assist.

If your application is denied, we’ll explain the reasons and work with you to improve your loan readiness. Many clients return and are approved after receiving technical support.

Yes. There are no prepayment penalties for our loan products.

Yes. We provide post-loan technical assistance, annual check-ins, and referrals to trusted advisors to help your business grow sustainably.

Step-by-Step

Loan Application & Underwriting Process

Have questions about eligibility, the loan process, or required documents? We’ve got answers to help you move forward with clarity and confidence.

  1. Loan inquiry review for basic eligibility
  2. If eligible, the application link is provided to be completed and submitted
  3. Initial credit check (soft pull)
  1. Business financial statements
  2. Most recent tax returns
  3. Personal financial statement
  4. Business Bank Statements
  5. Quotes or invoices for project costs (if available)
  1. Documents submitted are reviewed for completeness and accuracy
  2. Financial analysis (cash flow, debt capacity)
  3. Collateral review/evaluation
  4. Guarantor review/evaluation
  5. Debt Service Coverage review/analysis
  1. Loan manager presents applicant with risk/impact summary for additional insight and updates
  2. Once loan manager recommends approval, review/approval process begins
  3. Credit Committee evaluates applicants based on financial capacity and loan manager recommendation
  4. If needed, Loan & Asset Committee review for final approval (loan requests greater than $100,000)

If approved, the closing process begins

Need help?

Drop us a line and we’ll do our best to help you as quickly as possible.

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