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.