Commercial Loan Checklist

What to Bring?

Not sure what you should bring to the bank? The following is a list of items needed in order to complete the processing of your Commercial Loan request. Providing these items during your first appointment will expedite the process.

_____     Personal Financial Statement (within 60 days)

_____     Individual Tax Returns, past three years (all schedules including K-1's)

_____     Business Tax Returns, past three years (all schedules)

_____     Current Business Financial Statement and Balance Sheet

_____     Copies of all leases and current rent rolls

_____     Statement of Income & Expense (for subject property the last two years)

_____     Copy of Sales Agreement (if applicable)

_____     Articles of Incorporation, Partenership Agreement, LLC Articles, Operating
              Agreement

_____      Business plan if new veture

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