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:
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)