Secured Short Term Loan - Documents Required for Underwriting

  • Most recent Business Tax Return

  • Most recent Personal Tax Return (for all 20%+ owners)

  • Prior year financials (P&L and Balance Sheet)

  • Current financials (P&L and Balance Sheet)

  • 6 most recent business bank statements

  • Schedule of Real Estate Owned - (Mortgage Statement Tax Bill, Appraisal)

  • Debt Schedule - DOWNLOAD HERE

  • Personal Financial Statement (for all 20%+ owners) - DOWNLOAD HERE

  • Detailed description of the use of funds

Upload documents here - SECURE DOCUMENT PORTAL