Equipment Financing (Loan or Lease) - Documents Required for Underwriting

• Purchase Order/Invoice/Sale Listing of Equipment

• Previous 6 months business bank statements

• Printout of current month to date bank activity

• Current Financials (P&L and Balance Sheet)

• Most recent business and personal tax return (2 years required for equipment over $500k)

• AR/AP Aging Report

• Debt Schedule (for equipment over $1 million)

Upload documents here - SECURE DOCUMENT PORTAL