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Prepare for your appointment

Here are a few things to bring in to prepare for your appointment with one of our Commercial Lenders.

Please bring the following: 

  • Completed application Download and print application form
  • Copy of business license or corporate documents
  • Last three years of business federal tax returns for proposed borrower
  • Last three years of business financial statements (balance sheet / profit and loss statement) for proposed borrower
  • Personal financial statement and three years of individual tax returns
  • Additional information may be required to complete your loan request.

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