Commercial Loan Checklist

In order to process your commercial loan, the following information is needed:

• Personal Financial Statement updated within the last 6 months (Signed and Dated)
• Prior 3 years Personal Income Tax Returns (Including all Schedules, Statements, Attachments, and K-1's)
• Prior 3 years, year-end Business Balance Sheet and Income Statements
• Interim Business Balance Sheet and Income Statement
• Prior 3 years Business Income Tax Returns (Including all Schedules, Statements, Attachments and K-1's)
• Aging of Accounts Receivable
• Copy of Hazard Insurance
• Copy of Contract or Purchase, Purchase Order or Sales Invoice
• Copy of Real Estate Warranty Deed
• Copy of most current Survey
• Copy of Lease Agreement
• Copy of most current Pay Stubs

Back to Commercial Loan Services
Lender Biographies
Consumer Loan Services
Office Locations