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

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 funding! 

Full Documentation12-Month Bank Statement Documentation
  • 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
  • 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 (12 months)
  • Personal Financial Statement
  • 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 DocumentsEmergency Business Loan Documents
  • Government-issued photo ID (Drivers License).
  • Voided check from your business checking account.
  • Last three statements from your business bank account.
  • Last three credit card processing statements.
  • Government-issued photo ID (Drivers License).
  • Voided check from your business checking account.
  • Last three statements from your business bank account.
  • Government-issued photo ID (Drivers License).
  • Voided check from your business checking account.
  • Last three statements from your business bank account.
  • Last three credit card processing statements.
  • 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

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