Needed Documents Checklist

Express Business Loan

Up to $20k

2 months Bank Statements

additional documentation may be requested

Small Business Loan

$20,001 to $50,000

2 months Bank Statements

Previous year Business and Personal Tax Return

$50,001 and $100k

2 months Bank Statements

Previous 2 years Business and Personal Tax Return

additional documentation may be requested

Commercial Loan

• Complete and signed commercial loan application
• Brief description of the company
• Signed/complete copies of the previous two years tax returns and all schedules for each owner or principal
• Copies of W-2 (if applicable) for last two years
• Copies of the last two year-end company financial statements (balance sheet, profit/loss statements and complete tax returns)
• Current signed interim business financials statements
• Projected profit and loss statements for the upcoming year
• Current personal financial statements for each owner or principal with at least 20% ownership
• Completed Schedule of Business Debts Worksheet