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Business Loan Information Requirements

As you begin to prepare for a business loan application, take some time to review the list of information that is needed as part of the process. If you have questions, contact us and we’ll help you determine how to proceed.

  • Financial Statements and/or Tax Return Forms (last 3 years)
  • Interim Financial Statements (dated within 90 days of application)
  • Accounts Receivable and Accounts Payable Agings
  • Notes Payable Schedule
  • Inventory Listing
  • Personal Financial Statements of the Owners and Guarantors
  • Business Plan – including projected financial statements
  • Management Resumes
  • Primary Customer and Supplier References (3 of each)
  • Articles of Incorporation or Partnership Agreement
  • Corporate Borrowing Resolution