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Commercial Loan Checklist

 
 

 

 
 

The following list will help you identify the types of information a banker will need to make an informed decision about your business:

Three years income tax and financial statements
Year-to-date profit & loss and balance statement
Personal finance statements
Projected cash flow statements for next 12 months
Pro forma for next 12 months / length of loan
Federal and state tax information
Collateral sheet
Well written business plan

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Mortgage Force (203) 270-6252