REQUIRED DOCUMENTATION FOR PRELIMINARY LOAN APPROVAL

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FINANCIAL & GENERAL BUSINESS DOCUMENTS:

• EXECUTIVE SUMMARY – A brief statement outlining your loan request
• RESUMES ALL PARTNERS WITH > 20% OWNERSHIP
  
• COMPLETED FINANCIAL STATEMENTS – Personal and Business
  
• COMPLETE COPIES OF PERSONAL FEDERAL TAX RETURNS FOR THE LAST 3 YEARS
  
• COMPLETE COPIES OF BUSINESS FEDERAL TAX RETURNS FOR THE LAST 3 YEARS (INCLUDE K1’S FOR ALL PARTNERS WITH > 20% OWNERSHIP)
  
• SUMMARY OF ACCOUNTS PAYABLE AND ACCOUNTS RECEIVABLE, (IF APPLICABLE) INCLUDING AN AGING SUMMARY
• COMPLETE BUILD OUT PROPOSAL FOR TENANT IMPROVEMENTS, PLANS & SPECS