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FREE TOOL
Document Checklist Generator
Generate a custom checklist of documents you'll need for your business loan application. Different loan types require different documentation.
1. Select Loan Type
2. Select Business Type
Please select a loan type to continue
Document Preparation Tips
Bank Statements
- • Include ALL pages (even blank ones)
- • Must be from the bank (not screenshots)
- • Most recent 3-6 months
- • All business accounts
Tax Returns
- • Complete returns with all schedules
- • Both personal and business returns
- • Include K-1s if applicable
- • 2-3 most recent years
Financial Statements
- • Year-to-date P&L is essential
- • Ideally prepared by accountant
- • Balance sheet for larger loans
- • Cash flow statement for SBA
Speed Up Approval
- • Organize documents before applying
- • Use clear, readable scans/PDFs
- • Label files descriptively
- • Respond to requests quickly