10 Things Needed to Quick Screen for an SBA Loan 

 

  1. A Personal Financial Statement.
  2. A signed credit authorization or a tri-merge credit report.
  3. Most recent two (2) years Business Tax Returns with ALL schedules.
  4. Most recent two (2) years Personal Tax Returns with ALL schedules.
  5. Most recent Interim Financial Statement for the Business (balance sheet & income statement).
  6. Business Debt Schedule (list of business debts).
  7. SBA Form 912.
  8. Purchase contract, note to refinance, list of equipment, etc.
  9. Business Plan, with 12 month projection (for businesses less than 2 years old).
  10. A Summary of how you plan to use the financing.

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