Application Checklist

For “Application Only” Transactions:

Because of the challenging financial conditions in the economy, please supply 3 months of the most recent corporate bank statements with all pages.

For “Full Financial Package” Leases:

  1. Three months of corporate bank statements-please include all pages
  2. 2 years of business tax returns
  3. 2 years of personal tax returns
  4. Personal Financial Statement of all principals
  5. Interim (YTD 2023) Corporate Financial Statement
  6. Most recent annual Corporate Financial Statement
  7. Invoices from equipment dealers

Please Note: The more information that is provided with your application about your financial history and present situation the less the lender’s perceived risk and the lower your payment will be.  For this reason, “Application Only” rates are always higher than “Full Financial Package” rates.

Please FAX the above information securely to 801-606-2817.