Loan approval checklist

Ensure you have all the necessary documents and information before proceeding. Use our interactive checklist to track your progress.

Overall progress

0%0 of 53 items completed
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Borrower Information

0/6 · 0%

Business Entity Documents

0/5 · 0%

Financial Statements

0/4 · 0%

Tax Returns

0/3 · 0%

Bank Statements

0/2 · 0%

Personal Financial Documentation

0/4 · 0%

Business Supporting Documents

0/4 · 0%

Real Estate (If Applicable)

0/8 · 0%

Collateral Documentation

0/5 · 0%

SBA-Specific Requirements (7(a) / 504)

0/6 · 0%

Final Closing Items

0/6 · 0%

Pro tips for due diligence

  • • Start with financial documents, they often reveal the most critical information.
  • • Request original documents when possible.
  • • Pay attention to missing or incomplete items.
  • • Consider professionals (accountants, lawyers) for complex documents.
  • • Keep detailed notes on red flags.
  • • Don't rush, thorough due diligence can prevent costly mistakes.