Florida Small Business Loans In Saint Petersburg Florida

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Mortgage and Lending

Florida Small Business Loans require several documents and disclosures in order to obtain an approval.

Here is a list of those Items needed.

1) Personal Financial Statement for Clients - SBA FORM 413 (10-08) OMB Approval # 3245-0188

2) Tax returns for last 3 years with ALL supporting schedules

    A) Borrowers Personally

    B) Any company listed on Schedule E

    C) Corresponding W-2s and K-1s for each year

    D) Sign and date a 4506-T form for each entity in 2A above as well as borrowers personally.

         Contact Jim Poole at 813-205-7958 to aquire 4506-T forms 

3) Year to Date Profit/Loss Statement and Balance sheet for ALL entities in 2A above

4) Business Debt Schedule for ALL companies listed in 2A

5) Completion of Business Questionnaire - Call Jim Poole 813-205-7958

 

The resturant occupies the old carriage house

 

 

Posted by

Jim Poole

Senior Loan Officer NMLS #351358

813.205.7958 Mobile

jptampa@live.com 

 

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