Commercial Lending
Application Checklist

Whether you're an existing company, or starting a new venture, we've outlined some of the documents and financial data you'll need to start processing your application.

Existing Company Loan Application

1. 3 Years of Historical Financial Statements
2. Most Recent Interim Financial Statement
3. Accounts Receivable and Accounts Payable Agings
4. Inventory List
5. Fixed Asset Depreciation Schedule
6. Last 2 Years' Corporate Tax Return
7. Personal Financial Statement

New Company Loan Application

1. Business Plan
2. Monthly Projections
3. 3 Year Projections
4. Personal Financial Statement
5. Small Business Administration Loan Application

Documentation Checklist Summary

1. Loan Application
2. Historical Financial Statements
3. Interim Financial Statement
4. Budgets/Projections
5. Business Plan
6. Personal Financial Statement
7. Accounts Receivable Aging
8. Accounts Payable Aging
9. Inventory List
10. Fixed Asset Depreciation Schedule
11. Tax Returns