If refinance, account statement(s) for any debts to be paid off
If purchase, copy of lease for existing business location
Form 4506-T for each Borrower and Guarantor
Resume for each Guarantor, Principal, Officer and Manager
Guarantor - Personal Information and Financial Statement Form (Signed)
Guarantor - 3 years tax returns
Guarantor - Copies of W-2's
Business - Profit & Loss and Balance Sheet for most recent month-end
Business - 3 years tax returns or 3 years Profit & Loss Statements
Affiliates & Subsidiaries (if applicable, see Application Section 5) - tax returns, financials & debt schedule may be required.
If SBA, Form 912 for each Guarantor, Principal, Officer and Manager
Additional Documents as required per Application (see Section 6)
Fee Agreement (to be determined)
All documents to be completed and signed by Borrower(s)/Guarantor(s). Additional documents may be requested for underwriting purposes. Please contact our office in order to verify the necessary documents for your particular loan request.