REFINANCING

Documents Required:
  • Commercial Application - Please complete all information requested

  • Detailed breakdown if existing financing, including lender information, present loan balance and assets financed

  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years

  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)

  • Personal Financial Statement of Principal(s)

  • Personal Tax Returns of Principal(s), for the last 3 years

  • Explanation for the benefits of refinancing including projections

The required documentation may vary due to the amount and circumstances of the transactions.
Every financial request deserves attention! If you are unsure or want to discuss your financial needs please call us at 410.371.9753 or email us.