Document Requirements
Loan Document Checklist
Prepare your loan application with our comprehensive document checklist. Having all documents ready helps ensure a fast, smooth closing.
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Categories
Templates
Entity Documents
RequiredOptional
Required
Official formation documents for your LLC or Corporation
Tips:
- • Must be filed with the state
- • Include all amendments
Required
Governing documents outlining ownership and management structure
Tips:
- • Must show ownership percentages
- • Include any amendments
Required
IRS confirmation letter for your entity's Employer Identification Number
Required
State-issued certificate confirming entity is in good standing
Tips:
- • Must be dated within 90 days
- • Obtain from Secretary of State
RequiredTemplate
Corporate resolution authorizing the loan and signing authority
Document Preparation Tips
Gather Early
Start collecting documents before you apply. This speeds up the process significantly.
Clear Copies
Ensure all documents are legible. Scan in color when possible for best quality.
Complete Pages
Include all pages of multi-page documents, even blank pages.