Katz Mortgage Team | Residential Mortgages & Refinancing, Interest-Only Real Estate Investor Loans, Full-Service Broker in Georgia

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Financial Readiness Checklist

The following list will help you identify the types of information a banker will need to make an informed decision about your business.

Three years income tax and financial statements
Year-To-Date Profit & Loss and Balance Statement
Personal Finance Statements
Projected Cash Flow Statements for next 12 Months
Pro Forma for next 12 Months/Length of Loan
Federal and State Taxes Information
Collateral Sheet
Well Written Business Plan

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