Commercial Real Estate Loan Applications
Loan Amount Documentation Checklists
• Completed Commercial Real Estate Loan Application
• Entity Documentation (Per Checklist Below)
• Current Income Statement
• Current Business Federal Tax Returns
- Completed Business Loan Application
- Entity Documentation (Per Checklist Below)
- Current Income Statement and Balance Sheet
- Personal & Business Federal Tax Returns for the last 2 years, including K-1 Statements for all S corporations, partnerships, and limited liability companies
- Personal Financial Statement (for each owner)
- Business Debt Schedule
- Completed Business Loan Application
- Entity Documentation
- Current Income Statement and Balance Sheet
- Personal & Business Federal Tax Returns for the last 3 years, including K-1 Statements for all S corporations, partnerships, and limited liability companies
- Personal Financial Statement (for each owner)
- Business Debt Schedule
Entity Document Checklists
- Articles of Incorporation
- Bylaws
- Board of Directors
- 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.
- Articles of Incorporation
- Bylaws
- Fictitious Business Name Statement (*)
- List of Corporate Officers (including Secretary)
* For DBA (“doing business as”) names, if applicable.
- Partnership Agreement
- Fictitious Business Name Statement (*)
* For DBA (“doing business as”) names, if applicable.
- Partnership Agreement
- Fictitious Business Name Statement (*)
* For DBA (“doing business as”) names, if applicable.
- Partnership Agreement
- Fictitious Business Name Statement (*)
* For DBA (“doing business as”) names, if applicable
- Copy of Title Page (Legal Name of Trust)
- Successor Trustee Section
- Copy of Signature Page
- Powers of the Trustee Section
Directions:
- Download the Commercial Real Estate Loan application and 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.)
- Click on Browse Files and select your saved application. Add any other documentation needed from the checklists above.
- Click on Upload.
- Your information will be automatically and securely sent to our Business Lending Team for processing.