Financial Highlights

If you are looking for control and flexibility, consider using your commercial real estate, personal residence, or investment property to obtain a line of credit for your small business. You may call or email one of our lending professionals for additional information.

The following items will be required with your application:

  • $500 Non-refundable Processing Fee (applications will not be considered without the fee)

  • Signed copies of your three most recent years of personal and business Federal Income Tax Returns with all attached schedules (4506-Ts required)

  • Copy of actual income and expenses for subject property

  • Copy of all leases

  • Your most recent business financial statement (or within the past three months)

  • Asset Verification – account statements for the most recent three consecutive months

  • A fully executed copy of the Purchase Sales Contract (if applicable)