CLIENT INFORMATION NEEDED
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Information needed for a business loan package:
2022, 2023, 2024 complete personal tax returns.
A completed personal financial statement dated 3/31/25 from owners with 20% or more interest in the business.
2022, 2023, 2024 business tax returns.
2022, 2023, 2024 compiled, reviewed or audited financial statements.
3/31/23 Management prepared (QuickBooks) balance sheet and income statement
Accounts receivable and accounts payable aging reports as of 3/31/25
A contract backlog report for government contractors as of 3/31/25 and work in progress report for construction contractors as of 3/31/25
By-laws, articles, certificate of good standing and clean hands report. The certificate of good standing and clean hands report can be no later than 30 days old.
Operating Agreement for LLCs.
Information needed for an insurance package:
Full personal name, address, and cell phone number.
Personal e-mail address.
Date of birth and the city and state you were born in.
Your driver’s license number and state the license was issued.
Your full social security number.
The beneficiary’s full name, address, telephone number, and relationship to the insured.
If a business, the full name of the company, address, and telephone number.
The name of the state the company was incorporated in.
The business e-mail address and NAICS
The number of full-time and part-time employees.
The VIN# of the vehicle(s) being insured.
The year, make, and model of the auto or truck.
Height and weight of the insured.
To apply for a business loan, click the link below.
https://go.mypartner.io/business-financing/?ref=001Qk000002eNG6IAM
Information needed for an insurance package:
Full personal name, address, and cell phone number.
Personal e-mail address.
Date of birth and the city and state you were born in.
Your driver’s license number and state the license was issued.
Your full social security number.
The beneficiary’s full name, address, telephone number, and relationship to the insured.
If a business, the full name of the company, address, and telephone number.
The name of the state the company was incorporated in.
The business e-mail address and NAICS
The number of full-time and part-time employees.
The VIN# of the vehicle(s) being insured.
The year, make, and model of the auto or truck.
Height and weight of the insured.
To apply for a business or personal credit card only, click on the link below.
https://preferredfundinggroup.wufoo.com/forms/z1mz46el04u91sk/
– FICO score must be 650 and above from Equifax, Trans Union, and Experian.
– Funded in 2-6 weeks.