Please Note - Many of the Forms needed can be found right here on our website - under the resources tab, click on forms

Be prepared to provide some or all of the following upon request depending on lender and type of loan:​​

• Last 3 Months Business Checking Account Statements
• Most Current P & L Statement (see forms)
• Most Current Balance Sheet
• Most Current Debt Schedule​ (see forms)
• Copy of your Legal Photo ID (drivers License, passport etc.)
• Copy of Business Licenses or Professional Licenses
• Articles of Incorporation ("C" and "S" corps)
• Articles of Organization (LLC's)
• Last Three Years of Personal and Business Tax Returns (all pages)
• Office or Retail Lease Agreements​
• Tax Liens (copies of any repayment agreements)
• Proof of any collateral you may be able to use as security 
• Personal Financial Statement (see forms)