Back to Resources
Checklist 3 min read
Business Financing Document Checklist
A complete list of documents our clients typically need to gather before submitting a loan application.
Core Financial Documents
- Last 3 Years Personal & Business Tax Returns — full returns with all schedules
- Last 3 Months Business Bank Statements — showing consistent cash flow for all active accounts
- Current Year-to-Date (YTD) Profit & Loss Statement — including a Balance Sheet
Real Estate / Property Specifics
- Property Appraisal — detailed address, current estimated value, and existing mortgage information
- Rent Roll / Lease Agreements — current leases for all tenants (if CRE or investment property)
Business Profile Assets
- Business Plan — summary of business goals, use of funds, and growth strategy
- Owner Bios — brief resumes or profiles of all primary business owners
Related Resources
Have questions about your situation?
Book a free 30-minute consultation — no obligation, no credit pull.