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 Loan | Business Construction Loan | Business Line of Credit | Business Equipment & Vehicle Loan | Business Real Estate Loan | Letter of Credit | |
|---|---|---|---|---|---|---|
| Completed Application | Required | Required | Required | Required | Required | Required |
| Personal Financial Statement | Required | Required | Required | Required | Required | Required |
| Environmental Questionnaire | Required | |||||
| 3 Years of Personal Tax Returns | When Requested | Required | Required | Required | Required | Required |
| 3 Years of Business Tax Returns | When Requested | Required | Required | Required | Required | Required |
| Interim Financials | When Requested | When Requested | When Requested | When Requested | When Requested | When Requested |
| Build-Out & Construction Costs | Required |
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.
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.
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)
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.
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 and Environmental Questionnaire
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.
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)
Hint: You can drop off your application and supporting documents at your nearest branch, too!
Business Resource Center
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