The Checklist

When it comes to securing the capital you need to fuel your next project, let us do the heavy lifting. Our team has the knowledge and resources to get your business loan or other commercial financing requests across the finish line!

• Complimentary initial consultation to understand your project 

• Analysis of current financial capabilities 

• Recommendation of funding option: SBA Loan, Conventional Loan, Alternative Funding Options

• Gathering and reviewing support documents 

• Completion of application related forms and questionnaires

• Market research to identify a funding source with an appetite for your project

• Provide an underwriting ready package that includes:

•  Project Overview Narrative or Full Business Plan with Projections and Assumptions

• Business and Business Owner(s) Background

• Detailed Collateral Description and Insurance Carrier Information (if applicable)

• Personal Financial Statement

• Business Debt Schedule

• 2-3 Years Business and Personal Tax Returns (if applicable)

• 2-3 Years Business Financial Projections(if applicable)

• Previous Year End Financials (if applicable)

• Year to Date Interim Financials (if applicable)

• Quick Cash Flow Analysis

• All application related Forms

• After application approval services include:

• Reviewing the approval terms and fees to recommend potential ways to save

• Communicating with: lender, closing attorney, title company, appraisers, insurance agents, etc.

• Updating insurance policies to include new lender information if needed

• A HIGH FIVE AT THE CLOSING TABLE!