Deal Submissions

• If needing to preview a transaction, please call your Relationship Manager prior to submission
• Minimum Transaction Size $10K – $5MM
• Items needed with each transaction to process:

APPLICATION ONLY REQUIREMENTS

• Signed Credit Application
• Typed or Electronic Signatures From Broker need a Broker Authorization on file
• Equipment Invoice
• PG for anyone with more than 25% ownership

REQUIRED: NON-APPLICATION ONLY TRANSACTIONS

• Signed Credit Application
• Equipment Invoice
• PG for anyone with more than 25% ownership
•  2 Years Financial Statements (Audited/Reviewed/Tax Returns)
• Current Year Interim Financial Statements
• 3 Months Most Recent Bank Statements
• Equipment / Purchase Justification

RECOMMENDED ADD’L INFO: NON-APPLICATION ONLY TRANSACTIONS

• Pre-Sold Structure to Customer
• Personal Financial Statements for Each PG
• Management and Ownership Summary
• Debt Schedule
• A/R & A/P Aging Reports
• Financial Projections