Loan Application
Interested in applying for a commercial loan? Access our user-friendly loan application to get started today.
Please submit your completed loan application and supporting documentation via our Secure Uploads & Downloads page.
- Completed application.
- Current Personal Financial Statement (PFS).
- Current Business Debt Schedule (BDS).
- 3 years personal and business tax returns.
- 3 months personal/business bank statements.
- 3 years of business financials (balance sheets, income statements).
- Bios/company history.
- Corporate documents for borrowing entity (operating agreement, etc., EIN, etc.).
- Purchase contract and/or property information.
- Property leases, as applicable.
By submitting additional documentation to CBS as part of the Loan Application, Applicant(s) agree and acknowledge that (a) the list of additional documentation needed in order to underwrite any potential loan(s) to Applicant is not exhaustive, and CBS and any potential lender may require additional documentation; that (b) Applicant’s submission of additional documentation is not a guarantee of an approval to lend, nor a commitment to lend by CBS or any potential lender; and that (c) Applicant accepts any and all liability for the accuracy and authenticity of any documentation submitted to CBS. Final terms of such potential loan(s) are dependent upon full financial analysis, credit history, market conditions and other necessary due diligence required by CBS and lender.