The 7(a) lenders we’re working with require

• Complete Paycheck Protection Program form (Form 2483)
• Entity documents: Complete set
  • Articles of incorporation/Articles of organization
  • Tax ID number
  • Operating agreement and/or updated statement of information
• Driver license copy (for every individual with 20% or more ownership)
• Payroll summary report/register past 12 months (to calculate 2 months’ average)
• Breakdown of payroll benefits (vacation, allowance for dismissal, group healthcare benefits, retirement benefits, etc.)
• 1099s (for independent contractor)
• Borrowing entity tax returns for the most recent year filed (2019, or 2018 if 2019 is not filed)
• Borrowing entity 2019 financial statement if 2019 tax return is not filed
• IRS 941 quarterly tax statement (most recent four quarters)

Our team will help you organize everything needed to apply for an SBA loan.

We will submit your application to our network of SBA lenders.

We have your back. Our company is built around helping small business owners get the best lending options for their situations.

We walk you through every step of the process so your path to funding is quick and easy.