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Document organization checklist for business loans application

Application Documents

  • Ensure all sections are filled out accurately and completely
  • Review for any errors or missing information
  • Include detailed information on business operations, marketing strategies, and financial projections
  • Ensure the plan is well-organized and easy to understand
  • Provide statements for the past 2-3 years
  • Ensure the statements are prepared by a professional accountant
  • Include statements for the past 6-12 months
  • Provide statements for all business accounts
  • Include returns for the past 2-3 years
  • Ensure all schedules and attachments are included
  • Include copies of all current licenses and permits
  • Ensure all documents are up to date and valid
  • Provide a clear copy of a valid driver's license or other government-issued ID
  • Ensure the ID matches the information on the loan application

Collateral Documents

Legal Documents

Other Documents

Additional Notes

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