• Application Checklist

    Please submit the following documents to your Relationship Manager to begin the loan application process.
  • Business banking, corporate banking and commercial real estate loans

    • Statement of purpose or business plan to support your loan request
    • Personal Financial Statement - certified and currently dated
    • Personal Federal income tax returns – complete copies of the three most recent years
    • Business financial statements - three most recent years, certified
    • Business income projection - 12 to 24 months projected
    • Business & Professional Credit Application  

    Plus, where commercial real estate is involved (as applicable)

    • Purchase agreement
    • Real estate property survey
    • Estimate of construction or renovation costs
    • Plans and specifications
    • Listing of tenants and lease information. Complete the Rent Roll form (requires MS Excel) 
    • Annual income and expenses of property - three years historical, one year projected. Complete the Annual Income and Expense Statement form (requires MS Excel) 
    • Amortization Schedule - to help you determine your monthly mortgage loan payment. Enter loan amount, interest rate and amortization in years using the Loan Payment Amortization calculator (requires MS Excel) 

    Need help opening these files?

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