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Know Your Number/USDA B&I Loan/Loan Package Builder

USDA B&I Loan Package Builder

Prepare your USDA Business & Industry loan application step by step. Track required documents, fill out Form RD 4279-1 with guided input, build your business plan, and catch errors before you submit.

Not sure what to include? View a sample packet

Underwriter's path

KYN is helping you answer the questions a lender will ask before they ask them.

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The goal is not just to generate forms. The goal is to make the lender's first review boring: complete, consistent, supported, and easy to underwrite.
Repayment first

The lender starts with cash flow, DSCR, debt, and whether the request is sized to the business.

Proof beats story

Every claim should tie to a tax return, bank statement, P&L, balance sheet, contract, invoice, or owner document.

Explain exceptions

One-time costs, seasonality, owner draws, weak months, credit issues, and unusual deposits should be explained before the lender asks.

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USDA Forms (Required)

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Form RD 4279-1 (Application for Loan Guarantee)
Form RD 4279-2 (Lender's Agreement)
Personal Financial Statement (each 20%+ owner)
Environmental Review / NEPA Compliance

Rural Area Verification (Required)

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USDA Rural Area Eligibility Verification
Community Impact Statement
Population Certification

Financial Documents (Required)

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3 years business tax returns
3 years personal tax returns (each 20%+ owner)
Interim P&L statement (dated within 90 days)
Interim balance sheet (dated within 90 days)
Debt schedule (all creditors, balances, monthly payments)
12 months business bank statements
3-year pro forma financial projections

Business Documents (Required)

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Comprehensive business plan
Independent feasibility study (startups and new ventures)
Business licenses and permits
Articles of incorporation / operating agreement
Commercial lease or property deed
Resumes for all 20%+ owners and key management

Collateral and Appraisals

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Collateral description and valuation
Real estate appraisal (if applicable)
Equipment list with values (if applicable)

Startup-Specific (if less than 2 years in business)

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These documents are required if your business has been operating for less than 2 years.

Source of equity injection documentation
Independent feasibility study (required for startups)
Management succession plan

Frequently Asked Questions