(801) 746-1180 success@umlf.com

Step 1: Orientation

Required

Mandatory Orientation

The first step in our application process is a mandatory one-hour orientation. This free session is where you will learn about our loan programs. You will have the opportunity to ask questions to determine if a UMLF loan is right for you. This is also where we start to build a relationship with you – we get to hear your story, understand the challenges you’re facing, and figure out how the UMLF might be able to help you.

Orientation Online:
If you are unable to attend the orientation at the UMLF physical offices, you may watch it online. You must register and watch the entire orientation to the end. If you start and stop midway, you may log in again and continue where you left off. You will not get credit for the orientation until you view the entire slideshow.

The slides are timed and you will not be able to advance without reading the slide.

Register and start watching the orientation online: http://umlf.training

Application and Forms
Other requirements

Other requirements:  Checklist

  • Business tax returns — past 3 years (if that many returns have been filed)
  • Copies of 3 months of business checking statements
  • Historical financial statements for existing businesses (income statement and balance sheet)
  • Organizing documents for the business (Articles of Incorporation or Articles of Organization)
  • Personal tax returns — Form 1040 and Schedules C and E if filed for the past 3 years (for each owner of 20% or more)
  • Copies of last 3 months’ personal checking statements (for each owner of 20% or more)
  • Proof of business liability insurance (if in business at time of approval)
  • Bids, brochures or internet print-out for any use of our funds over $5,000
  • Other relevant documentation (lease agreements, purchase agreement, franshise or licensee agreement)
  • Proof of US citizenship or copy of Permanent Resident Card (green card) or VISA if not a U.S. citizen
  • $50 application fee
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