Documents
60 articles
- What type of documents do I need to provide when applying for business financing?
- I don’t use or have checks. What else can I provide for a voided check?
- Why do the dates need to match in both the balance sheet and the P&L statement?
- What types of documents will I be asked to submit when applying for business financing through Lendio?
- What if I don’t have any debts to report on my balance sheet?
- What if I don’t have any assets to enter into my balance sheet?
- What are alternative options for business bank account verification?
- How do I make a balance sheet for my business?
- What is a voided check?
- I uploaded the wrong document, how do I remove it from my account?
- How do I upload additional documents to my account/application?
- What is a Certificate of Members / Corporate Secretary?
- What is a Business Tax Return?
- What is a Commercial Lease Agreement?
- What is a Business License?
- What is a Certificate of Good Standing and why do you need it?
- What is a Fictitious Trade Name / Registration for DBA?
- What is a Personal Bank Statement?
- What is a Personal Tax Return?
- What is a Voided Check?
- What is an Operating Agreement?
- What is General Liability Insurance and why do I need it?
- What is Worker’s Compensation Insurance?
- Who do I need to provide a COVID-19 Questionnaire?
- Who do I need to provide my Business History?
- Why do I have to provide my Use of Proceeds?
- Why do I need to provide a Resume for each owner with 20%+ equity?
- Why do I need to provide my most recent Mortgage Statement for each owner with 20%+ equity?
- Why do I need to provide my Business Personal Property Insurance?
- Why do I need to submit a Personal Financial Statement for each owner with 20%+ equity?
- Why do I need to submit an SBA 1919 Form for each owner with 20%+ equity?
- Why do you need 12 months' recent statements for the credit card I’m refinancing?
- Why do you need a Debt Schedule for each Affiliate Business that I own 20% or more of?
- Why do you need a Payoff Quote for the term loan I’m refinancing?
- Why do you need a Promissory note for the term loan I’m refinancing?
- Why do you need a Signed Written Explanation of Offense?
- Why do you need a YTD Profit & Loss Statement for each Affiliate Business that I own 20% or more of?
- Why do you need an Affiliate Addendum Form for each Affiliate Business that I own 20% or more of?
- Why do you need an Attestation for the credit card I’m refinancing?
- Why do you need Business Tax Returns for each Affiliate Business that I own 20% or more of?
- Why do you need to submit Court Documentation?
- Why do you need my Equipment Quote and Wiring Instructions?
- Why do you need my Green Card?
- Why do you need my Payment history for the term loan I’m refinancing?
- Why do you need my YTD Balance Sheet for each Affiliate Business that I own 20% or more of?
- What is a Resolution to Borrow?
- What are Articles of Organization / Incorporation?
- Why do I need to provide an Equipment List?
- What is a Professional License and why do I need to submit one?
- What format do my business bank statements need to be in for uploading?
- Do I need to upload all pages of my business bank statements, including blank pages?
- How do I find my 6-digit secure access code?
- How do my additional business owners access the application to upload their personal tax returns?
- Can I use my Venmo, Cash App, Stripe, or Shopify statements as personal bank statements?
- My business mostly collects payments through Venmo. Will those statements work for my application?
- I haven't opened a business bank account yet. Do I need one before I can apply, or can I use my personal account?
- I have a high personal income and savings, but my business is brand new with no financials. Does my personal financial history count?
- My document is too large to upload. What should I do?
- I'm a new business and don't have tax returns yet. What can I submit instead?
- What file formats are accepted when uploading documents?