
If the answers to the questions below are all YES, you may be eligible to refinance your existing business/ commercial loan: * Been in business for 2 to 3 years * Filed profit for the at least 1 year in the last 2 years * Personal credit score is 650 + * Seeking to refinance business loan between $25,000. to $5,000,000. The following documents below will be required: Item CC1 Business Loan Application (DOWNLOADABLE) Item # CC2 Consulting Fee Agreement (Agreement will be sent upon request) The agreement shall be completed, signed, and notarized Item CC3 Non-Circumvention Agreement (DOWNLOADABLE) (Read carefully. This document needs to be completed, signed, and notarized by a notary public) Item CC4 Personal Financial Statement (DOWNLOADABLE) (We have our clients fill this out for the lender to have a better picture of your financial situation.) Item 4506-T (DOWNLOADABLE) (The lender will require two copies of this form. One for personal and one for the business) Item CC6 Business Debt Schedule (DOWNLOADABLE) (Please list all business debt, sign, and date) Item CC7 Management Resume (DOWNLOADABLE) (We will need a copy from all principals signed and dated) Item CC8 Statement of Personal History (DOWNLOADABLE) (We will need a copy from all principals signed and dated) Item CC9 3 Years Personal and Business Tax Returns (DOCUMENT TO GATHER) Item CC10 Interim Business Financial Statement (DOCUMENT TO GATHER) Item CC11 Account recievable aging report (if any) (DOCUMENT TO GATHER) Item CC12 List and value of real estate assets (if any) (DOCUMENT TO GATHER) Item CC13 List and value of equipment (if any) (DOCUMENT TO GATHER) Item CC14 List and value of inventory (if any) (DOCUMENT TO GATHER) Item CC15 Copy of Driver License (DOCUMENT TO GATHER) Item CC16 Articles of Incorporation / Fictitious Name Filing (DOCUMENT TO GATHER) Item CC17 All Business Licenses (DOCUMENT TO GATHER) |
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