Bank Term Loan - Documents Required for Underwriting

For Initial Review:

• 2 previous years business tax returns

• Debt Schedule - DOWNLOAD HERE

For Full Submission:

• Previous 2 years business tax returns

• Previous 2 years personal tax returns (for all 20%+ owners)

• Previous year financials (P&L and Balance Sheet)

• Current financials (P&L and Balance Sheet)

• Debt Schedule - DOWNLOAD HERE

• Previous 6 months business bank statements

• Detailed description of the use of funds

Upload documents here - SECURE DOCUMENT PORTAL