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Common Information Requests
The information we request varies based on your loan relationship and financing needs. The items below represent information we commonly request during a renewal, annual review, or financing request.
Primary Financial Information
In most cases, we will request:
- Business financial statements
- Interim financials
- Business Tax returns
- Personal Tax returns
- Personal financial statements
- Debt schedule
New Financing Request
Typical items may include:
- Project overview
- Use of funds
- Financial projections
- Debt schedules
- Organizational documents
Additional Information (As Needed)
After reviewing the primary financial information, we may also request:
- Rent rolls
- Operating statements
- Verification of liquidity
- K-1 statements
- Credit bureau authorization
- Property or project-specific information
Planning Ahead
Stay Ahead of Key Dates
If your loan renewal or financing request is expected within the next 60 to 90 days, we encourage you to contact your lender early. Starting the conversation in advance helps ensure we have adequate time to review information, answer questions, and keep the process moving smoothly.