When running a business, one thing you never have enough of is time. So, to help speed up your loan application process and to help us suggest the loan product that best fits your business needs, please provide the following preliminary information.
  • Personal financial statement dated within the last 90 days.
    Click here to download the Personal financial statement in PDF format*.
  • Complete copies of your last 3 years personal Federal Income Tax Returns including K-1s if applicable.
  • Copies of your company’s 3 most recent Federal Income Tax Returns with all schedules.
  • A current year to date interim financial statement for your company.

*The pages are in PDF format. You will need to have Adobe Acrobat Reader installed on your computer to open them. If you do not have Adobe Acrobat Reader, you can download it now for free.

For more information, please contact us.


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