Commercial Loan Checklist

The following list will help you identify the types of information a banker will need to make an informed decision about your business.

  1. Three years income tax and financial statements
  2. Year-To-Date Profit & Loss and Balance Statement
  3. Personal Finance Statements
  4. Projected Cash Flow Statements for next 12 Months
  5. Pro Forma for next 12 Months/Length of Loan
  6. Federal and State Taxes Information
  7. Collateral Sheet
  8. Well Written Business Plan