Loan Documentation Checklist

Use this checklist to gather and organize the documentation needed for your loan request. The more prepared you are, the faster and smoother the process.

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The Checklist

Financial documentation needed for loan requests

Current Year-to-Date Financials Your most recent numbers for the year in progress.

Year-End Financials — Past 3 Years Full-year statements for each of the previous three years.

Summary of Outstanding Debt A snapshot of every loan currently on the books.

Project Information What you want to do, and what it will take.

Demographic Information Attendance, membership, and giving trends.

Current Year-to-Date Financials Your most recent numbers for the year in progress.

Download PDF

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Loan Documentation Checklist

The Checklist

Financial documentation needed for loan requests

Current Year-to-Date Financials Your most recent numbers for the year in progress.

Year-End Financials — Past 3 Years Full-year statements for each of the previous three years.

Summary of Outstanding Debt A snapshot of every loan currently on the books.

Project Information What you want to do, and what it will take.

Demographic Information Attendance, membership, and giving trends.

Current Year-to-Date Financials Your most recent numbers for the year in progress.

Ready to Find Your Ministry's Next Home?

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