SIMPLE & FASTBUSINESS LOAN CHECKLIST

Most banks require you to provide ample documentation in order to start your loan process. At DAC, we only ask for a small amount of info.

• Management Experience Summary

• Organizational Chart

• 3 Years of Financial Statements

• Accounts Receivable Aging Report

• Fixed Assets Listing and Valuation

• Forecasted Financial Statements

• Debt Summary Report

• Business & Personal Financial Statements

• Current UCC Information

• Personal Financial Statement

• Global Cash Flow Statement

• Project Narratives Justifying ROI of Loan

• Officer’s Buy/Sell Agreement

• Market Evaluation of Business

• Current Real Estate & Asset Appraisals

NOT NEEDED:

www.DavidAllenCapital.com

WHAT IS NEEDED

1-Page Simple Application

3 Months of Bank Statements

3 Months of Merchant Bank Statements (if applicable)

Owner’s Drivers License

Voided Check

Last Filed Business Taxes

© 2016. David Allen Capital for Youngevity® Services. All Rights Reserved. (0316)

WORKING CAPITAL APPLICATION

Legal Company Name:

COMPANY INFORMATION

Business DBA Name:

Federal Tax ID:

Physical Address (no PO Boxes)

City: State: Zip Code:

Company Phone: Email:

Business Inception Date:

Does your business have more than one bank account?

Legal Entity:

CorporationPartnershipSole Proprietor

LLCLLP

Do you have an open MCA or Loan Account?

YES - its $

NO

Company Type / Industry:

Rent or Own: Monthly Payment:

Landlord Name:

Landlord Phone:

Has your business accepted credit cards for at least 3 months? YES NO

Notes:

Intended Use Of Funds:

Credit Card Processor:YES NO

State of Incorporation:

Date:

Email: ESTIMATED CASH FLOW OVERVIEW

Annual Business Revenue Average Bank Balance Monthly Credit Card Volume Average Transaction Amount

David Allen Capital, Inc.(888) 811-5215 • www.DavidAllenCapital.com

Signature (1): Signature (2):

rev 11/15

Owner Information (1)First Name: Last Name:

Email:

Home Phone:

Cell Phone:

Social Security Number:

Date Of Birth:

Notes:

Home Address (No PO Box):

City: State:

Zip Code: Business Ownership %:

Owner Information (2)First Name: Last Name:

Email:

Home Phone:

Cell Phone:

Social Security Number:

Date Of Birth:

Notes:

Home Address (No PO Box):

City: State:

Zip Code: Business Ownership %:

DAC Broker Name: DAC ID#

By signing below, each of the above listed business and business owner/officer (individually and collectively, “you”) authorize David

Allen Capital, Inc. (“DAC”) and each of its representatives, successors, assigns and designees (“Recipients”) that may be involved with or

acquire commercial loans having daily repayment features or purchases of future receivables including Merchant Cash Advance

transactions, including without limitation the application therefor (collectively, “Transactions”) to obtain consumer or personal, business

and investigative reports and other information about you, including credit card processor statements and bank statements, from one or

more consumer reporting agencies, such as TransUnion, Experian and Equifax, and from other credit bureaus, banks, creditors and other

third parties. You also authorize DAC to transmit this application form, along with any of the foregoing information obtained in

connection with this application, to any or all of the Recipients for the foregoing purposes. You also consent to the release, by any

creditor or financial institution, of any information relating to any of you, to DAC and to each of the Recipients, on its own behalf.

# Days with Neg. Balance:

Last Month’s Deposit Total

2 Months Ago Deposit Total

3 Months Ago Deposit Total

4 Months Ago Deposit Total

# Days with Neg. Balance:

# Days with Neg. Balance:

# Days with Neg. Balance:

# of CC Transactions

Last Month’s CC Sales TTL

2 Months Ago CC Sales TTL

3 Months Ago CC Sales TTL

4 Months Ago CC Sales TTL

# of CC Transactions

# of CC Transactions

# of CC Transactions

CREDIT CARD PROCESSING OVERVIEW

David Allen Capital ID# 10051

• Mining

• Energy Generation & Distribution

• Building & Utility Construction

• Printing

• Vehicle Manufacturing

• Funeral Services

• Telephone Carriers & Resellers

• Video Rental

• Farming

• Blood & Organ Banks

• Sports & Performing Arts Groups or Venues

• Religious Organization

• Government & Non-Profits

• Online Auctions

RESTRICTED INDUSTRY LIST

MISCELLANEOUS

FINANCIAL SERVICES & INVESTMENTS• Banks, Credit Unions,

Mortgage Lenders

• Non-Bank Finance Companies

• Money Services Businesses

• Bail Bonding

• Factoring & Purchase Order Financing

• Financial Transaction Processing

• Credit Protection, Restoration, Repair

• Collection Agencies & Debt Buyers

• Debt and Tax Reduction Services

• Investment Opportunities and Advice

• Securities & Commodities Dealers/Brokers

• Insurance Related Activities or Services

• Real Estate Brokers or Agencies

• Property Managers

• Appraisers & Real Estate Consultants

• Lessors of Real Estate

• Tax Preparation Services

SELLERS• Pawn Shops/Consignment

• Discount Travel Clubs/Subscriptions

• Flea Markets

• Mail Order Coin Sales

• Precious Metal Sales

• Magazine Subscriptions

VICES• Adult Entertainment/Materials

• Lotteries/Raffles/Gaming/Gambling

• Drug Paraphernalia & Dispensaries

• Horoscope/Fortune Telling

• Guns & Ammunition Sales or Manufacturing

VEHICLE & POWER EQUIPMENT SALES• Automobiles - New & Used

• RV & Trailer Dealers - New & Used

• Boat Dealers - New & Used

• Manufactured/Mobile Home Dealers

• Outdoor Power Equipment - New & Used

SERVICES/ADMINISTRATIVE OUTSOURCING• Contracted Management

Services

• Payroll Companies

• Call Centers & Answering Services

• Mailing & Fulfillment Houses

• Attorneys

• Title Companies/ Escrow Agents

• Notaries

• Stenography & Court Reporters

• Brokerage

• Personal Trainers

TRAVEL & TRANSPORTATION• Marinas

• Travel Agencies & Tour Operators

• Museums, Zoos, Historical Sites

www.DavidAllenCapital.com© 2016. David Allen Capital for Youngevity® Services. All Rights Reserved. (0316)

TOP INDUSTRIES LIST

GENERAL AUTOMOTIVE REPAIR HOTELS/MOTELS CLEANING SERVICES

DENTISTS SPORTING GOODS STORES VETERINARIANS

PHYSICIANS SUPERMARKETS/GROCERY STORES

HOME HEALTH CARE SERVICES

BEAUTY SALONS GAS STATIONS HOME FURNISHING STORES

GIFT SHOPS NAIL SALONS OPTOMETRISTS

RESTAURANTS RETAILERS (Except Tobacco Stores)

AUTO PARTS STORES

FURNITURE STORES ELECTRONICS STORES BARS/LIQUOR STORES

PLUMBING, HEATING & AIR CONDITIONING CONTRACTORS

CLOTHING STORES JEWELRY STORES

www.DavidAllenCapital.com© 2016. David Allen Capital for Youngevity® Services. All Rights Reserved. (0316)

SMALL BUSINESS LOANSDAC PROVIDES SMALL BUSINESSES WITH THE CAPITAL THEY NEED TO GROW

Unlike traditional banks, DAC judges the health of your business based on your cash flow - not just credit scores. Our in-depth understanding of small businesses enables you to get the loan you need to buy inventory, purchase a new piece of equipment or launch a marketing campaign to grow your business.

DAC lenders have loaned over $5 Billion to thousands of small businesses nationwide. Contact us today and see how we can help your business.

DAC provides small businesses with the capital they need to grow.

• True business loans - not merchant cash advances

• Loans ranging from $20,000 - $250,000

• 6 - 18 month terms

• Fixed payments

• Decisions in 1 business day, funding as fast as 3 business days

• Daily or weekly debit payments mean no worry about a large end of month payment

• Purchasing inventory

• Facility expansion

• Renting, buying, or leasing equipment

• Hiring additional staff

• Launching a marketing campaignABOUT US

COMMON USES

OUR LENDERS HAVE BEEN SEEN IN:

READY TO TALK? CONTACT:

www.DavidAllenCapital.com© 2016. David Allen Capital for Youngevity® Services. All Rights Reserved. (0316)