top of page

Documents You’ll Need for a Seamless Loaning Process

Standard Documents Required

These documents give us a complete look at your business's finances and legal status, including things like financial reports, tax forms, business plans, licenses, and insurance. We need this information to understand your business's overall health before approving a loan.

SBA Documents Required

These documents include important financial and legal details about your business, like tax returns, financial statements, and insurance information. They are needed for the SBA Community Advantage loan to verify if your business qualifies and if your project can succeed.

Contract Financing Documents Required

These documents show us your business's financial health, contracts, and legal status. We look at things like income statements, tax returns, and contract details to decide if your business is eligible for contract financing.

Source of Capital Injection

This document shows where the money you're putting into the business is coming from, like savings, bank accounts, or personal loans. It helps us understand how your business is being funded.

Personal Financial Statement

This document gives us a snapshot of your personal finances, including what you own, what you owe, and your monthly income and expenses. It helps us see your financial position when considering your loan application.

Estimated Project Costs

This document breaks down how much your project will cost and how the loan funds will be used. It helps us understand the total investment you're planning and how the loan will support your project.

Business Debt Schedule

This document lists all the current debts your business has, including how much you owe and your payment plans. It helps us see your business's existing financial obligations to make sure you can handle a new loan.

bottom of page