Each lender has its own set of required documents for a client's financing application. While not all lenders are the same, we have identified commonly requested documents you would need to prepare for the loan package.

 

General Business Loans

• Personal Financial Statement​​

• Personal and Business Financial Statements

• Personal and Business Tax Returns

• P&L

• Estimated FICO Score

• Bank Statements

• Borrowers and/or Guarantors' Resume

• Executive Business Summary with Projections

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Additional Documents Per Loan Type

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SBA Loans

• Debt Schedule

• SBA Personal Financial Statement Form

• Business Plan (For Start-ups)

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Commercial Real Estate Loans

• Property Purchase Contract/Agreement

• Rent Roll

• Project Budget Details

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Asset-based Loans

• A/R Aging Report

• A/P Aging Report

• Purchase Orders

• Inventory

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