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Loan Documentation

Here's what you need to secure your business loan.

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Let's Work Together To Create The Perfect Business Loan.

Customized For Businesses in Lansing, Grand Rapids and Throughout Michigan.

Your business' success is a personal matter with us. Our Business Lending Advisor will meet you at your office to discuss what you need and what you want to accomplish. Before our first appointment, please gather these important documents for our review. Keep in mind, we may need additional information once we begin to develop your business loan plan.

  • Last three years' federal tax returns on you and your business
  • Current year's financial statements, including a balance sheet and income statement
  • Personal financial statements for all owners

We're proud to say that we originate, process, close and service all business loans locally.

For more information, contact our professionals by calling us at 800-323-2129 or emailing Rick Darby at