If you have any questions or would like help with reviewing your documents before submitting them, please fill out our contact form to connect with one of our team members.
The documents below are the minimum required for all loan sizes. Additional documents may be required for certain loan requests.
Driver’s License or Government issued Photo ID
3 Most Recent Personal Bank Statements
3 Most Recent Business Bank Statements
Most Recent Business Tax Return
Most Recent Personal Tax Return
Loan requests above $8,000:
Most current Business Financials (Profit & Loss Statement and Balance Sheet)
Start-up loan requests:
Business Plan with 1 year Financial Projections
Business acquisition loan requests:
Purchase agreement and 1 year tax return and financial statements for business to be purchased
All documents will be requested to be uploaded in a personalized account to keep your information secure. Some of the information listed above can be collected on your behalf with your authorization. Our team will work closely with you in completing your loan file.