Business Financing Checklist to Prepare for your Commercial Lending Appointment

There are a few things to consider before you can begin the process of borrowing money for your business. For one, you’ll need to create a business plan and explain what you intend to use the money for. You should also be prepared to openly discuss your ambitions and anything that may be holding you and your business back. The more details you share with your advisor, the more accurate their advice will be. Check out our insights on the commercial loan process to better understand what you can expect when requesting financing.

In the downloadable checklist, you’ll find all of the information your advisor will want to see to evaluate your request for financing. Providing complete documentation about your business shows your commitment and diligence as a business owner, and that you have thoroughly considered the future goals for your operations. Complete our business financing checklist before your meeting to make sure you put your best foot forward.