Below is a list of documents required for approval of a loan with Advantage Capital Investments
Required Documents for Loan Submission (2018):
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3 year complete corporate taxes (2015, 2016, 2017)
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3 years complete personal taxes for all principles (2015, 2016, 2017)
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3 years operating statements/Profit and Loss (2015, 2016, 2017)
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3 years tax returns, operating statements for all affiliated businesses (2015, 2016, 2017)
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YTD Profit and Loss (within 30 days)
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Credit report
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Personal Financial Sheet for all Principles
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Resume for all Principles (specific to transaction)
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Any reports, current or aged (Appraisal, Environmental, etc if available)
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If borrower is a corporate entity, formation documents required
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If property is Hospitality a copy of the franchise agreement is necessary
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Pictures of Property (If available)
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Rent Rolls
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Information on current loan/rate
