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Loan Checklists

SBA Loan Package Checklist

In order to ensure that your loan and SBA guarantee package is processed as quickly as possible, you must ensure that it is complete and all information and the requisite forms are included in the package.

Click here for a checklist which will assist you in ensuring that all the information required by the SBA is included.


Loan Application Checklist

The SBA provides guidance on what information will be required by the banks in order to process a loan package.  Click here for this checklist.  It is strongly recommended that you sit down with your banker and review this to ensure that all the necessary information is required and that there are no other items that may be necessary to process your application.


Preparation Checklist
Before you approach a bank to ask for a loan, you need to be prepared. Click to review five things you should do before you walk into a bank or credit union.



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