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Required Documentation

When submitting a Loan Application, we’ll need a few documents to help us work through your loan request. Below is an initial list, and as we move forward together, we may ask for additional information to keep things on track:

Financial Documentation

Please provide the following information for all owners of the business:

 

Identifying Documentation

  • Articles of Organization or Incorporation
  • Operating Agreement or Bylaws
  • Personal Identification (Driver’s License / Passport) for all Owners

Collateral Documentation

  • Purchase & Sale Agreement
  • Lease Agreements
  • Rent Roll
  • Schedule of Real Estate Owned

  • Purchase Order
  • Photographs

  • Purchase Order
  • Title
  • Photographs

  • Accounts Receivable Aging
  • Accounts Payable Aging
  • Vehicle/Equipment List