Forms/Tools
#1
Personal Financial Statement
By completing a Personal Financial Statement, we will be able to determine your over financial positioning prior to seeking financing.
Total Assets (Cash, Fixed Assets, and Securities)
Total Debts (Mortgages, Loans, Other Obligations)
Overall Net Worth (Assets - Debts = Net Worth)
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#2
Business Debt Schedule
Accounting for all of your business debt will help our lenders determine your overall cash flow.
Always include all the details for every debt your business is currently paying
Include PPP Loans and EIDL loans, even if they are deferred or about to be forgiven
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#3
Real Estate Schedule
Use this template to list all of your investment and owner occupied real estate. Always ensure to complete all the fields.
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