NEW LOAN APPLICATION

TERM LOAN

CHECKLIST & APPLICATION

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DOWNLOAD AND COMPLETE FORM. UPON COMPLETION, PLEASE PRINT, SIGN, AND UPLOAD.

LINE OF CREDIT

CHECKLIST & APPLICATION

DOWNLOAD

DOWNLOAD AND COMPLETE FORM. UPON COMPLETION, PLEASE PRINT, SIGN, AND UPLOAD.

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Please make the selection that best matches your needs below:*

New Agent Purchase — A new Allstate agent purchasing an established agency

Existing Agent Purchase — An existing Allstate agent purchasing an established agency

Existing Agent Refinance — An existing Allstate agent refinancing existing agency loan(s) and/or seeking a Line of Credit

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Please fill out the information below as completely and accurately as possible and upload the required documents by either clicking the corresponding boxes, or by dragging and dropping the documentation into the respective boxes below.

Borrower first name*

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Borrower last name*

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Borrower email address*

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Agency name

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Allstate agency number

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Allstate agent number

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Selling agent number

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Phone number*

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Annual revenue

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The maximum combined file upload size is 150MB.

Accepted file types:

- Microsoft Word (.doc, .docx)
- Portable Document Format (.pdf)
- Microsoft Excel (.xls, .xlsx)

Signed and Completed Loan Application

Last 3 years applicant’s Federal Income Tax Returns (Both Individual and Business, if applicable)

Last 3 years selling agency Business Tax Returns

Last 3 years December year-end applicant agency Business Metrics Reports in Excel Format (reports should include all agency numbers)

Last 3 years December year-end selling agency Business Metrics Reports in Excel Format (reports should include all agency numbers being purchased)

Last 3 years December year-end applicant and selling agency Business Metrics Reports in Excel Format (reports should include all applicable agency numbers)

Most recent applicant agency Business Metrics Report in Excel Format (report should include all agency numbers)

Most recent selling agency Business Metrics Report in Excel Format (report should include all agency numbers being purchased)

Most recent applicant and selling agency Business Metrics Reports in Excel Format (reports should include all applicable agency numbers)

Last 3 years December year-end selling agency Compensation Summary Reports (DASH-Compensation App.)

Last 3 years December year-end applicant agency Compensation Summary Reports (DASH-Compensation App)

Last 3 years December year-end applicant and selling agency Compensation Summary Reports (DASH-Compensation App)

Most recent applicant agency Summary Premium Report for Termination Payment (TPP) in Excel Format (include Vested and In Vesting TPP reports for all agency numbers)

Most recent selling agency Summary Premium Report for Termination Payment (TPP) in Excel Format (include Vested and In Vesting TPP reports for all agency numbers being purchased)

Most recent selling agency Agent Achievement Program Report screenshot (DASH-Dashboards tab)

Current Resume

Most recent applicant and selling agency Summary Premium Reports for Termination Payment (TPP) in Excel Format (include Vested and In Vesting TPP reports for all applicable agency numbers)

Most recent applicant and selling agency Agent Achievement Program Report screenshot (DASH-Dashboards tab)

Most recent applicant agency Agent Achievement Program Report screenshot (DASH-Dashboards tab)

Other documents - up to 10 uploaded files

All fields marked with * are required

NEW LOAN APPLICATION