Skip to content

Business finance enquiry form template

How much a business wants to borrow, what for, over how long, and how it's trading now.

Use this templateFree · no credit card
  • 14 questions
  • 2 pages
  • 6 min to fill in
  • Legal and finance
formkit.app/you/business-loan-enquiry
Business finance enquiry

Tell us what you need

Two short pages, about four minutes. Rough figures are fine.

14 questions · 2 pages
Try a theme

This is the real template. Fill it in, then make it yours.

How much a business would like to borrow, what for and over how long. Turnover and accounts are only asked of businesses already trading, and a business plan only of those that haven't started. A calculation sets the amount against turnover, as a rough guide for your team.

Who it’s for

Lenders, finance brokers and business advisers. On Pro, AI insights read each enquiry for urgency and topic, and an AI reply is written and ready for you to approve before it goes.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions6 questions
  2. Page 2The finance8 questions
  3. ThenThank you

    One of the team will look at your enquiry and call you within two working days.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforBusiness finance enquiry · just nowNew
Your name
Maya Okafor
Your email
maya@northstar.co
Your phone number
+44 20 7946 0321
Your business's name
Northstar
How long has the business been trading?
Not started yet
What sector are you in?
Retail

and 8 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/business-loan-enquiry3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Conditional and AI logicLogic that reads like a sentence, and AI that reads the answer.Explore Calculations and scoringAnswers that add up to a price, a score or a total.Explore AI insightsKnow what your responses are telling you.Explore

Questions about this template

Can I keep the form private?

Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.

Does the form decide who qualifies?

No. It gathers the facts and works out one rough figure for your team. The decision, and any advice, is yours.

Can enquiries go to the right adviser?

Yes. Notification routing sends each response to a person by the sector or purpose picked.

More legal and finance templates

All 100 templates
Legal and financeLaw firm client intakeA new client's matter, any deadline and the other party's name for your conflict check.12 questions · 5 min · Logic · AI repliesLegal and financeInsurance claim formWhat happened, when, what it cost and the photos to show it, with a section for each kind of claim.16 questions · 6 min · Logic · AI repliesLegal and financeTax return checklistA client's income, deductions and changes this year, with their documents uploaded in one go.13 questions · 5 min · Logic · AI repliesLegal and financeMortgage enquiryWhat a buyer wants to do, the price, deposit and income, and where they are in the process.14 questions · 6 min · Logic · Calculations