top of page
Needs List
In order to secure a pre-approval and LOI, please collect the items listed below for lender review.
Personal
-
3 years of personal tax returns
-
Current Bank, Brokerage, & Mortgage statements
-
SBA Form 413 (Log-In to download)
-
Real Estate Schedule​ (Log-In to download)
Business
-
3 years of business tax returns
-
Current year Profit & Loss and Balance Sheet
-
Current Bank, Brokerage, & Loan statements
-
Business Debt Schedule (Log-In to download)
Other
-
Purchase contract
-
Construction Budget/Plans/Permits
-
Seller's Business Tax Returns
bottom of page