Client intake agreement / New-Client Sign Up - Online Completed Loan Application – Online or PDF Authorization for Credit and Background Check - PDF Personal Financial Statement - PDF Business Plan or Narrative List and documentation for items in loan request 3 year projections (Balance sheet, profit and loss statement) for startups 1 year projections (Balance sheet, profit and loss statement) for existing companies 3 year tax returns for existing businesses 3 year personal tax returns for all owners/guarantors FAQs
