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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