Applications & Forms

Small Business and C&I Loans

Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit

Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
Personal Tax Returns (signed, with all attached schedules - last 3 years)
Accounts Receivable Aging Report
Accounts Payable Aging Report
Business Plan (to include 12 month Sales and Expense Projection if new business venture)
Corporate / Partnership / Trust Agreement Documents
Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
Personal Tax Returns (signed, with all attached schedules - last 3 years)
Corporate / Partnership / Trust Agreement Documents
Leases (self, tenants)
Purchase & Sales Agreement
Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Financial Wellness

Team News, Commercial

Team News