skip to Main Content
 
Application Checklist
Ready to apply for a business loan? You're in the right spot.

Whether you’re looking to purchase an investment property or ramp up your existing space for expansion and remodeling, our flexible Business Real Estate Loan solutions are here to fuel your dreams and make them a reality. 

 
Your go-to application checklist

Reference this chart to help you gather the documents you may need to apply.

Small Business LoanBusiness Construction LoanBusiness Line of CreditBusiness Equipment & Vehicle LoanBusiness Real Estate LoanLetter of Credit
Completed ApplicationRequiredRequiredRequiredRequiredRequiredRequired
Personal Financial StatementRequiredRequiredRequiredRequiredRequiredRequired
3 Years of Personal Tax ReturnsWhen RequestedRequiredRequiredRequiredRequiredRequired
3 Years of Business Tax ReturnsWhen RequestedRequiredRequiredRequiredRequiredRequired
Interim FinancialsWhen RequestedWhen RequestedWhen RequestedWhen RequestedWhen RequestedWhen Requested
Build-Out & Construction CostsRequired

Hint: If you’re buying, we’ll need a purchase agreement.

Commonly used for: Purchasing equipment or cover operating expenses that are that are less than $50,000.

Downloadable application files: Loan Application, Personal Financial Statement

Other required files: Want to speed things up? Include your personal and business tax returns from the last two years. And if you’re buying, we’ll need a purchase agreement.

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Commonly used for: Construction, rehab and renovation projects for commercial, farm and investment real estate.

Downloadable application files: Loan Application & Personal Financial Statement

Other required files:

  • 3 years of personal and business tax returns
  • Interim financials (when requested)
  • Build-out and construction costs

Hint: If you’re buying, we’ll need a purchase agreement.

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Commonly used for: Sudden expenses, cash-flow needs, major purchases and more.

Downloadable application files: Loan Application & Personal Financial Statement

Other required files:

  • 3 years of personal and business tax returns
  • Interim financials (when requested)

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Commonly used for: Purchasing construction equipment, upgrading or expanding fleet, replacing seasonal equipment and more.

Downloadable application files: Loan Application & Personal Financial Statement

Other required files:

  • 3 years of personal and business tax returns
  • Interim financials (when requested)

Hint: If you’re buying, we’ll need a purchase agreement.

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Commonly used for: Purchasing, refinancing or expanding agricultural, commercial or investment real estate.

Downloadable application files: Loan Application & Personal Financial Statement

Other required files:

  • 3 years of personal and business tax returns
  • Interim financials (when requested)

Hint: If you’re buying, we’ll need a purchase agreement.

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Commonly used for: When you need to establish trust with a seller or third party and guarantee that your payment will be made on time and for the full amount.

Downloadable application files: Loan Application & Personal Financial Statement

Other required files:

  • 3 years of personal and business tax returns
  • Interim financials (when requested)

Submit my application

Hint: You can drop off your application and supporting documents at your nearest branch, too!

Contact us
Have questions? Need help?
Drop us your info below and we’ll be in touch. Need to talk sooner? Just give us a call at 800-373-7600, ext. 234.
Name(Required)
What's the best way to contact you?(Required)
What're you interested in?(Required)

Find A Branch

Find a branch

Great service is never far away

Business-Resource-Center
Business Resource Center
Resources to help you make the business of running your business easier

Starting—and running—a business is a labor of love. But you don’t have to do it alone. Use our free resources to help you every step of the way.

Learn more

You May Also Want to Consider
Search
Click for Online Chat