Below is a list of documents required for approval of a loan with Advantage Capital Investments

 

Required Documents for Loan Submission (2018):

 

  • 3 year complete corporate taxes (2015, 2016, 2017)

  • 3 years complete personal taxes for all principles  (2015, 2016, 2017)

  • 3 years operating statements/Profit and Loss  (2015, 2016, 2017)

  • 3 years tax returns, operating statements for all affiliated businesses  (2015, 2016, 2017)

  • YTD Profit and Loss (within 30 days)

  • Credit report

  • Personal Financial Sheet for all Principles

  • Resume for all Principles (specific to transaction)

  • Any reports, current or aged (Appraisal, Environmental, etc if available)

  • If  borrower is a corporate entity, formation documents required

  • If property is Hospitality a copy of the franchise agreement is necessary

  • Pictures of Property (If available)

  • Rent Rolls

  • Information on current loan/rate

 

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T: 425-358-3055 

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