What the Lender Will Need

Your lender will need many things from you before you can get your loan, including business documents, tax forms and more.. Exactly what’s needed will differ depending on the lender, the type of business (hotel, gas station, restaurant, etc.), and the purpose of the loan (business purchase, loan refinance, real estate purchase, etc.). However, here are some basics that are usually needed for any loan.

Note: This page is purely informative. We won’t need any of these to connect you, this is only letting you know some things the lender is likely to need in the course of the loan process.

A smartly dressed small business owner checking his restaurant's inventory on a tablet.

Personal

A smartly dressed small business owner checking his restaurant's inventory on a tablet.

Personal

Business

(From either your business or the business you’re purchasing)

An open sign hanging on the door of a small business.

Business

(From either your business or the business you’re purchasing)
An open sign hanging on the door of a small business.

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