(951) 689-2511
(951) 689-2511

Funding the American Dream since 1989

Wednesday, September 20, 2017
| Login
  Search

California DRE License #01300753
NMLS License #304763

(951) 689-2511

California DRE License #01300753
NMLS License #304763

(951) 689-2511

Commercial Loan Checklist

The following list will help you identify the types of information a lender will require to make an informed decision about your commercial loan application. This list may not be comprehensive for all lenders and may vary as market conditions change.

  • Signed copies of income tax returns, with all schedules, as filed with the IRS
  • Copies of business financial statements
  • A year-to-date profit and loss statement
  • Copies of personal financial statements
  • Projected cash flow statement for the coming year
  • Pro forma for the next 12 months and/or for the length of the requested loan
  • Federal and state tax information
  • Collateral sheet
  • Well written business plan
powered by OpenClose Mortgage Software Copyright 2017 Campbell Financial Services Inc. Privacy Statement | Terms Of Use