Required Documents for Loan Approval

Prepare for your loan application by gathering all the necessary documentation. Use our interactive checklist to track your progress and ensure nothing is missing.

📋 Required Documents for Loan Approval

Track your progress in gathering the necessary documentation for your loan application

Overall Progress0%

Required Documents0%

0 of 6 required documents completed

💰 Financial Documents

0/60%

Business and/or personal financial statementRequired

Include assets, liabilities, and net worth

Balance sheetRequired

Most recent balance sheet showing assets, liabilities, and equity

Profit and loss statementRequired

Income statement for the most recent period

Cash flow statementRequired

Shows cash inflows and outflows over time

Bank statements, 12 monthsRequired

Personal and business account statements for the last 12 months

Tax returns three yearsRequired

Personal and business tax returns for the last 3 years

🏢 Business Documents

0/20%

Project presentation deck, if available

Business plan or project overview presentation

Purchase contract if applicable

Contract for the business or asset being purchased

📝 Important Notes

• Required documents must be completed before your application can be processed
• Optional documents can strengthen your application but are not mandatory
• Ensure all financial documents are current and accurate
• Contact us if you need help gathering any specific documents
• Keep copies of all submitted documents for your records