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Thank you for your Hotel Financing Application. Your business is very important to us.

In order to process your application we will need to gather several documents from you and your business. Please see the below initial list of items that we will need to go over the file with an underwriter. 

If you have any questions please do not hesitate to contact us. 


Please note that we will do a global cash flow on all SBA Loans and we are required to get financials, including tax returns, profit and loss statements and business debt schedules on all businesses owned.

  1. Most recent 3 years Business Returns – we need the complete returns with all schedules including K1 Statements
  2. Current year to date profit and loss statement with balance sheet on all businesses owned
  3. Business Debt Schedule – this must tie into the balance sheets
  4. Copy of current STR Report on hotel being financed
  5. Copy of business formation documents – (example if the business is an LLC we will need the Articles of Organization and the Operating Agreement)
  6. Copy of any Franchise Documents
  7. Copy of any third party reports (Appraisal, Environmental)
  8. If this is a refinance request we will need a copy of your current note(s) – need the full pages
  9. Copy of most recent 2 months asset statement

Other documents may be required upon initial review of the above items

Here is the initial list of personal items that will be needed in order to review your loan request.

  1. Most recent 3 years personal tax returns, Federal only, however we do need all pages including W-2’s, K1’s and all schedules
  2. Personal Financial Statement – please use the attached form and complete in detail, we will assist once we have obtained credit
  3. Loan Intake Form – need completed in detail
  4. Resume Form – need completed in detail and detailed job descriptions
  5. Clear copy of Government issued ID – (example driver’s license)
  6. Credit Authorization Form – cost of credit is approximately $25 per individual
  7. Copy of most recent 2 months asset statements – need the complete statement

If you need any assistance with any of the forms or have questions please do not hesitate to contact us. We want to make the process as pain free as possible 🙂

Please upload all documents whenever possible to our secure site – or email to 

Thank you for the opportunity to assist you with your Hotel Financing Request.

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