Commercial Loan Checklist


For All Requests:

  • 3 years signed Business Tax Returns
  • 3 years signed Personal Tax Returns
  • Business Debt Schedule (Attached)
  • Real Estate Schedule (Attached)
  • Current (no more than 60 days old) financial statement, including balance sheet and profit and loss statement
  • Personal Debt Schedule (Attached)
  • Personal Financial Statement (Attached)
  • Verification of Liquid Assets (Most Recent Bank or Trade Statements)
  • Photo ID’s (All Applicants)


For Real Estate Requests:

– Rent Rolls

– Copy of Existing or Proposed Lease(s)