SBA Express Loan - Documents Required for Underwriting

For Initial Review:

For Full Submission:

  • Previous 2 years business tax returns

  • Previous 2 years personal tax returns (for all 20%+ owners)

  • Previous year financials (P&L and Balance Sheet)

  • Current financials (P&L and Balance Sheet)

  • Previous 6 months business bank statements

  • AR/AP Report

  • Resume (for all 20%+ owners)

  • Debt Schedule - DOWNLOAD HERE

  • Personal Financial Statement (for all 20%+ owners) - DOWNLOAD HERE

  • IRS Form 4506-T (for Business) - DOWNLOAD HERE

  • IRS Form 4506-T (for all 20%+ owners) - DOWNLOAD HERE

  • SBA Form 1919 - DOWNLOAD HERE

  • SBA Covid Questionnaire - DOWNLOAD HERE

  • Description of the use of funds - DOWNLOAD HERE

Upload documents here - SECURE DOCUMENT PORTAL