Small Business Loan Document Checklist
[Business Name]
Loan Type: --
Requested Amount: --
LOAN PACKET INDEX
Date: --
1. Business Financials
2. Legal & Ownership Documents
3. Personal Documentation
Application Basics
Business Financial Documents
Check the boxes for documents you have gathered. Add notes for missing items.
Legal & Ownership Documents
Personal Documents (All Owners >20%)
Data Management
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