2410 Camino Ramon, Ste 324
San Ramon, CA 94583
(925) 244-1099 | (800) 323-7975
Fax: (925) 244-1148

2410 Camino Ramon, Ste 324
San Ramon, CA 94583
(925) 244-1099 | (800) 323-7975
Fax: (925) 244-1148

Friday, November 17, 2017
|

Commercial Loan Checklist

The following list will help you identify the types of information a lender will require to make an informed decision about your commercial loan application. This list may not be comprehensive for all lenders and may vary as market conditions change.

  • Signed copies of income tax returns, with all schedules, as filed with the IRS
  • Copies of business financial statements
  • A year-to-date profit and loss statement
  • Copies of personal financial statements
  • Projected cash flow statement for the coming year
  • Pro forma for the next 12 months and/or for the length of the requested loan
  • Federal and state tax information
  • Collateral sheet
  • Well written business plan