Independent Agents of Finance
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Resources

What financial documents are required?

Start with these four items. Complete, organized financials are the fastest way to a lender’s yes.

The short list

  • Three years of personal and business tax returns
  • Personal financial statement (PFS)
  • Debt schedule
  • Business history and experience

Not sure you have everything? Call or write to us and we will tell you what is missing.

PDF

Commercial loan submission checklist

Every document a lender needs from the borrower and guarantors to submit for approval.

Download
XLSX

Personal financial statement

Assets and liabilities for the applicant and co-applicant. Sign and date it before submitting.

Download
XLSX

Business debt schedule

All outstanding business and personal debt in one schedule.

Download
XLSX

Loan amortization schedule

Payment schedule and annual summary for a commercial loan.

Download

Ready to talk through your deal?

Request a callor call 513-204-9713