Business Loan Checklist

Take your business to new heights.

We’re here to help support your growth.

Whether you’re looking to expand, innovate, or simply boost your operational funds, we have the resources and expertise to help you realize your business aspirations. Our commercial loan specialists are committed to understanding your unique business needs and crafting the perfect financial solution to support your growth.

Your business loan application checklist.

We recommend preparing the following documents. While they are not required for your initial consultation, having them ready will help expedite your application process.

  1. Business tax returns for the past three (3) years
  2. Personal tax returns for the past three (3) years for individuals who own 20% or more of the business
  3. Personal financial statements for individuals who own 20% or more of the business
  4. Organizational documents and operating agreements for business entity
  5. Purchase agreement for real estate transactions (where applicable)
  6. Purchase order or invoice for equipment or vehicles (where applicable)
  7. Building plans, budget, subcontractor bids, and building permits (for construction loans)
  8. 90 days of checking account statements to show proof of down payment funds (where applicable)

Ready to get started?

Call 319.892.7300 to speak with an experienced commercial loan specialist. You’re also welcome to visit us at our Blairs Ferry Road branch to request a personal consultation.

Contact us to get started