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Business Loan Applications

Thank you for choosing us
as your lender.

Please review all the checklists below to see what documentation is required for your business loan. Be sure to download any requested forms needed.

Once you have the applicable documents, you can upload them easily through the secure link at the bottom of the page.

If you prefer to download the checklist, you can do so here.

Loan Amount and Type Documentation Checklist

  • Completed Member Business Loan Application
  • Entity Documentation (See Checklist)
  • Current Income Statement and Balance Sheet
  • Personal & Business Federal Tax Returns from the last 3 years, including K-1 Statements (if applicable)

 

* For DBA (“doing business as”) names, if applicable.

  • Loan Amount Documentation (see checklist above)
  • Entity Documentation (see checklist)
  • Business Plan and Financial Projections (two years)
  • Current Asset Statement
  • Resume of Key Employees

Entity Documentation Checklists

  • Fictitious Business Name Statement

* For DBA (“doing business as”) names, if applicable.

  • Articles of Incorporation
  • Operating Agreement
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable.

Corporations & S Corporations

  • Articles of Incorporation
  • Bylaws
  • Fictitious Business Name Statement*
  • List of Corporate Officers (including Secretary)

* For DBA (“doing business as”) names, if applicable.

  • Partnership Agreement
  • Tax ID Number
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable.

  • Copy of Executed Trust Certification or Full Trust

  • Articles of Incorporation
  • Bylaws
  • List of Authorized Signatures
  • Board Meeting Minutes (for Board Approval)

Submit Your Application and Documentation

You can securely upload your completed loan application and all required documentation here.

Directions:

  1. Download the Business Loan Application or Commercial Real Estate Loan Application. Complete and sign it. (NOTE: You must sign and date your application, so you may need to scan it to your files. Upload the scanned completed application.)
  2. Download any other required forms from this page and fill them out. If a signature is required, you will need to print the document, sign it, scan it to your files, and upload it.
  3. Click on Browse Files and select your saved application. Add any other documentation needed from the checklists above.
  4. Click on Upload.
  5. Your information will be automatically and securely sent to our Business Lending Team for processing.

 

What Happens Next?

One of our Business Lending experts will contact you within two business days of receiving your loan application and other required documents.

If you have any questions, please contact us at 831-425-7708.