Call us Today:                  
1-877-342-TEAM
(8326)

Call us Today:                  
1-877-342-TEAM
(8326)

Tuesday, November 20, 2018
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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