Below you will find the documentation necessary to apply for a loan.
In addition to a completed loan application and current financial statement, we will need your income tax returns and schedules for the last 3 years included with the application packet.
If an additional entity beyond individually owned assets is involved i.e. Limited Liability Company (LLC), Trust, S-Corp, Partnership, etc we will need the organizational documentation that would accompany the specific entity type. Please call the office for further clarification if a corporate or trust entity is involved.
If you should have any questions please contact the office at 800-310-0220 or 405-235-9887. If you prefer, you may email us.
These forms can be printed and manually completed. Please fax, send by regular mail or scan and email to the email address below.