What to Bring to Your Loan Appointment

In preparation for your loan appointment and to ensure a quicker turnaround time, please bring the following to your appointment:

  • Updated employment information (includes last 3 months pay stubs, notice of tax assessment, direct deposit information, letter from employer verifying position and pay, or income tax return).
  • Your latest financial statements and/or tax returns.
  • Up-to-date Business Plans/Projections.
  • Updated list of assets (please include approximate amount or value of asset).
  • Updated list of liabilities (please include current balance, payment amount, and authorized limit for credit card or line of credit, if applicable).

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