Required Documentation
Get started, see how much your company may qualify for and get a discount on loan costs in the process.
You’ll need information from your most recent tax return to complete the short 2-5 minute intake form.
Be certain to check out the incentives page and see what we have in for you.
We’ll keep your efforts to a minimum!
Gathering your documentation to validate your request may be one of the most consuming aspects of applying for a traditional bank loan.
No Paperwork Until You Know What to Expect
Getting qualified will give us enough information about your company’s financial state to give you preliminary rates and terms. If you pass the analysis, you’re in a great position to be approved for the SBA guaranteed loan by a real bank with the terms we’ll show you! Initial Required Documents (after the analysis)
| Full Documentation | 12-Month Bank Statement Documentation |
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- Eligibility Questionaire (online form)
- 3 years Business and Personal tax returns
- Profit & Loss Statement with 12-month trailer
- Balance Sheet dated for the end of the last fiscal quarter
- Monthly debt schedule
- Business Bank Statements (3 months)
- Personal Financial Statement
Merchant Cash Advance Documents | Short-Term Business Loan Documents | Emergency Business Loan Documents |
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- Eligibility Questionnaire (online form)
- 3 years Business and Personal tax returns
- Profit & Loss Statement with 12-month trailer
- Balance Sheet dated for the end of the last fiscal quarter
- Monthly debt schedule
- Business Bank Statements (3 months)
- Personal Financial Statement
