BROKER INFORMATION










CLIENT INFORMATION










PROGRAM REQUESTED

INSTRUCTIONS: CHECK THE PROGRAM YOUR CLIENT WISHES. IF UNDECIDED, INDICATE CHOICE, 1ST, 2ND, CHOICE, ETC.

PROGRAM REQUESTED






PURPOSE FOR THE LOAN

INSTRUCTIONS: PLEASE, DESCRIBE THE PURPOSE FOR THE LOAN. BE VERY SPECIFIC! ATTACH A SEPARATE SHEET IF NECESSARY.

CHECKLIST FOR COMPLETENESS

INSTRUCTIONS: CHECK EACH ITEM BEFORE SUBMITTING FOR FUNDING. INCOMPLETE SUBMISSIONS ALWAYS DELAY PROCESSING.  PACKAGES CANNOT BE RETURNED-PLEASE KEEP A COPY FOR YOURSELF. DO NOT SUBMIT IF ALL INFORMATION IS NOT ENCLOSED.

-CREDIT APPLICATION (ALL SECTIONS COMPLETED)

-FINANCIAL STATEMENT (INCLUDING BUSINESS IF APPLICABLE)

-SCHEDULES 1-4 & 5-10

-TWO YEARS COMPLETE FEDERAL TAX RETURNS -(ALL PAGES PLEASE)

-PROOF OF CURRENT INCOME (PAY STUBS, CONTRACT, ETC.)

-SUPPORT DOCUMENTS - (APPRAISAL, PURCHASE ORDER, EQUIPMENT LIST, ETC.)

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