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Application Documents
Gather the documents below to streamline your loan application and accelerate your approval timeline.
Faster Processing
Complete documentation speeds up underwriting and approval.
Higher Approval Odds
Organized files reduce back-and-forth with lenders.
Secure Submission
Your documents are handled with full confidentiality.
Expert Guidance
Our team reviews your package before submission.
Required Documents
Business Documents
- Business license / articles of incorporation
- Business tax returns (last 2–3 years)
- Year-to-date profit & loss statement
- Current balance sheet
- Business bank statements (last 3–6 months)
- Business debt schedule
Personal Documents
- Personal tax returns (last 2–3 years)
- Personal financial statement
- Government-issued photo ID
- Resume / professional background
- Personal bank statements (last 3 months)
Loan Purpose Documentation
- Business plan (for startups or expansions)
- Purchase agreement (if acquiring a business)
- Real estate appraisal (if applicable)
- Equipment quotes or invoices
- Lease agreement or property documents
SBA-Specific Forms
- SBA Form 1919 — Borrower Information
- SBA Form 912 — Statement of Personal History
- SBA Form 413 — Personal Financial Statement
- Authorization and certification forms
Have Your Documents Ready?
Contact us today and let our team guide you through the next steps toward securing your business funding.
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