Loan Documentation

We are here to find out what you need and match it to the loan product that is the right fit. Our flexible terms and conditions paired with our local approval process give us an advantage. If you are ready to begin the loan application process, the forms below will help you start.

Documentation List:

To help expedite your loan request, it is important that you provide the Association with all of the information that we will need to make a decision. Below is a brief checklist of the important items you will be requested to provide when applying for a commercial loan. This may not be all of the information that is requested but will be a good start in helping to expedite our review.

  • 3 Years Business Tax Returns
  • 3 Years Personal Tax Returns (for each guarantor)
  • Personal Financial Statement (for each guarantor)
  • Completed Loan Application Deed (if applicable)
  • Property, School Tax, Village Tax Bills (if applicable)
  • Inventory/Equipment Listing (if applicable)
  • Corporate Information, including Articles of Organization, filing receipt, etc.
  • Year to Date Profit and Loss Statement for Business
  • Most recent Asset and Bank Statements (for each guarantor) 

If you are considering a loan for your business, please call, Michael Cappillino or Domenic Baiocco for more information. They will sit with you, answer your questions and help you determine the type of loan product that is right for you.