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When running a business, one thing you never have enough of is time. So, to help speed up your loan application process and to help us suggest the loan product that best fits your business needs, please provide the following preliminary information.

  • Personal financial statement dated within the last 90 days.
    • Click here to access and download the writeable Personal financial statement in PDF format*.
    • Please Note: To improve the readability of your completed document, please print the document on 8.5" x 14" legal size paper.
  • Complete copies of your last 3 years personal Federal Income Tax Returns including K-1s if applicable.
  • Copies of your company’s 3 most recent Federal Income Tax Returns with all schedules.
  • A current year to date interim financial statement for your company.

 

*To view the application, you must have Adobe Acrobat Reader installed on your computer. If you don't have Acrobat Reader you may click here to download it for free.

For more information, please contact us.

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