/ Checklist

Loan document checklist.

Print this checklist and gather your documents before you apply. Having everything ready speeds up your application.

Business Loan

Working capital, expansion, or growth funding for your business.

  • Government ID
    Driver's license, passport, or state ID
  • Proof of income
    Most recent 2 pay stubs
  • Tax return
    Most recent year's return (1040)
  • Bank statements
    Last 2 months of statements
  • Proof of address
    Utility bill or lease agreement
  • Other
    Any additional supporting documents

Term Loan

Fixed-rate business financing repaid on a set monthly schedule.

  • Government ID
    Driver's license, passport, or state ID
  • Proof of income
    Most recent 2 pay stubs
  • Tax return
    Most recent year's return (1040)
  • Bank statements
    Last 2 months of statements
  • Proof of address
    Utility bill or lease agreement
  • Other
    Any additional supporting documents

Mortgage / Home Loan

Buy, refinance, or renovate your home at competitive rates.

  • Government ID
    Driver's license, passport, or state ID
  • Proof of income
    Most recent 2 pay stubs
  • Tax return
    Most recent year's return (1040)
  • Bank statements
    Last 2 months of statements
  • Proof of address
    Utility bill or lease agreement
  • Other
    Any additional supporting documents

Debt Consolidation

Roll multiple debts into one lower monthly payment.

  • Government ID
    Driver's license, passport, or state ID
  • Proof of income
    Most recent 2 pay stubs
  • Tax return
    Most recent year's return (1040)
  • Bank statements
    Last 2 months of statements
  • Proof of address
    Utility bill or lease agreement
  • Other
    Any additional supporting documents

Equipment Financing

Lease or buy equipment for your business.

  • Government ID
    Driver's license, passport, or state ID
  • Proof of income
    Most recent 2 pay stubs
  • Tax return
    Most recent year's return (1040)
  • Bank statements
    Last 2 months of statements
  • Proof of address
    Utility bill or lease agreement
  • Other
    Any additional supporting documents

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