Small Business Loan Documents

Loan Application (PDF)
What we look for in a loan application (PDF)
Cash flow projection (Excel)
Household Income Statement (Excel)
Business Income Statement (Excel)
Personal Financial Statement (Excel)

REQUIRED DOCUMENTATION TO APPLY FOR A CCR LOAN

Start-up Business (12 months or less)
1. Completed and signed Loan Application form
2. Completed Business Plan with 12 month cash flow projection
3. Two years of personal tax returns
4. Household income statement
5. Personal Financial Statement
6. Detailed Budget for use of loan proceeds

Existing Business (more than 12 months)
1. Completed and signed Loan Application form
2. Completed Business Plan with 12 month cash flow projection
3. Two years of personal and business tax returns
4. Personal Financial Statement
5. Detailed Budget for use of loan proceeds