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Loan Application Checklist

Checklist Level 2

Loan Type

Business Stage

0 of 0 items complete — 0%

Section 1: Personal Documents

0/6 complete ▼

Government-issued ID

Personal tax returns (2-3 years)

Personal financial statement

Resume/CV

Personal credit report

Proof of address

Section 2: Business Documents

0/7 complete ▼

Business plan

Business license/registration

Articles of incorporation

Operating agreement

Commercial lease

Insurance certificates

Business tax returns (2-3 years)

Section 3: Financial Statements

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Profit & loss statement (current year)

Balance sheet

Cash flow statement

Accounts receivable aging

Accounts payable aging

Financial projections (3-5 years)

Section 4: Bank & Credit Information

0/5 complete ▼

Business bank statements (6-12 months)

Personal bank statements (3 months)

Existing debt schedule

Business credit report

Collateral documentation

Section 5: Loan-Specific Documents

0/0 complete ▼

Section 6: Additional Requirements

0/5 complete ▼

References (business and personal)

Legal judgments disclosure

Environmental assessments if applicable

Franchise agreement if applicable

Industry-specific licenses

C²I

Corporate Creative Intelligence

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