How Do We Apply?

Pick up the phone and call us. We can talk about specifics of your project. We will meet with the borrower and go over a one page checklist of what we will need to process the loan. Typically we can give very quick feedback with the following starter application:

 

 For all applicants:

 

      • Preliminary project description and outline of project costs.
      • Resume of principals associated with the project.
      • Copies of the last two (2) years personal tax returns.
      • Personal financial statement on all principals.

 

1. For existing businesses, the following information is generally requested:

 

      • Last three years profit and lass and balance sheet on the business (for existing businesses)
      • Current profit and loss and balance sheet (no older than 90 days)
      • Copies of the last three (3) years business tax returns.

 

2. For start-up businesses the following is required:

 

      • Two years projections.
      • A business plan.

 

Click here for the SBA-504 Loan Application Checklist.

 

Click here for the CSRA Direct Application Checklist.