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Please be aware we are experiencing intermittent technical difficulties with receiving emails at our main email address - info@umassfive.coop. As always, our online and mobile banking services are available for your convenience, which includes the ability to send secure messages using online banking, as well as depositing checks using our mobile app. Thank you for your patience while we work diligently to correct this issue.

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Please provide the following information at the time of application: (Failure to provide a complete application package will reduce our ability to serve you in a timely manner.)

  • Commercial Services Loan Request Application
  • Credit Most recent two years Business Income Tax Returns with all schedules attached and/or Corporate Financial Statements.
  • Current Personal Financial Statement(s) from all principals/owners with 20% or more ownership of the business.
  • Two years most recent Personal Tax Returns from all principals/owners with 20% or more ownership of the business, with all schedules attached.
  • For Equipment/Vehicle Loans: Copy of invoice/title (as applicable)/Copy of insurance policy.
  • For Real Estate Secured Loans : Copy of the most recent property tax assessment.

-Copy of existing appraisal, if available.
-Copy of survey, if available.
-Copy of the purchase and sale agreement and a warranty deed, if applicable.
-For rental real estate, copy of any leases and current rent roll.

Additional information may be required

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