GUIDE
What a completed application includes
This site’s completed business application asks for the latest three months of business bank statements. The lists below are what a provider may ask for later. They are not uploaded here.
Every completed business application on this site
Three consecutive months of business bank statements, combined or separate, with the months labeled. No Social Security number, no bank login, and no homeowner file.
A business that does not have those statements, including many startups, cannot finish this form. Do not substitute a personal account or a made-up file.
Often requested later, by topic
Line of credit, term loan, or bank loan: a debt list, tax returns, and a profit-and-loss statement or balance sheet.
SBA-guaranteed loan: the participating lender’s file, which is larger than three months of statements. Program rules are on sba.gov.
Equipment: a quote or invoice for the specific machine.
Invoice financing: an aging report and samples of invoices the business still owns.
Invoice factoring: customer payment history and the invoices being sold. Factoring is a sale, not the same checklist as borrowing against invoices.
Commercial real estate: a purchase contract or rent roll. Do not send a property address through this form.
Buying a business or franchise: the purchase documents and the seller’s figures. This site does not review them.
Business credit card: the issuer’s own application. This form does not submit one.
Refinancing business debt: a payoff letter for each debt you might replace. Compare total remaining cost, not only the new payment.
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This records interest for review. It is not an approval, and the financing type stays Help me choose.
Applying has no impact to your credit. Submitting this form does not pull a credit report.
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