Owner-Occupied Business Checklist

Owner-Occupied Business Checklist

Owner-Occupied Business Checklist

  1. CURRENT BALANCE SHEET
  2. LAST 3 YEARS PROFIT AND LOSS (P&L) STATEMENT AND YEAR TO DATE P&L
  3. COMPLETE INCOME / EXPENSE STATEMENT on the property including:
    • Annual property taxes
    • Insurance
    • Water / Sewer
    • Fuel
    • Electricity
    • Maintenance / Repairs
    • Management
  4. SUMMARY OF ALL LEASES (if any) showing escalations and expirations
  5. COMPLETE, DETAILED PHYSICAL DESCRIPTION INCLUDING SQUARE FOOTAGE
  6. IF REFINANCE, ORIGINAL PRICE PAID FOR PROPERTY, date of purchase, and summary or current financing.
  7. IF ACQUISITION, COPY OF FULLY EXECUTED CONTRACT OF SALE
  8. PHOTOS (at least 5)
  9. SITE PLAN or property survey.
  10. SUMMARY OF CURRENT FINANCING (refinance only) including:
    • Current Lender
    • Current principal balance
    • Current interest rate
    • Current monthly payment
    • Maturity date
    • Prepayment penalty information
  11. FULL DESCRIPTION AND/OR HISTORY OF BUSINESS
  12. RESUME OF PRINCIPAL / BIO
  13. LAST 2 YEARS OF PERSONAL AND BUSINESS TAX RETURNS
  14. COPY OF DEED
  15. COPY FRONT AND BACK BORROWERS DRIVERS LICENSE

Contact our Loan Specialist for assistance with Owner-Occupied Business Checklist

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Licensing

Equal Housing Lender
Quick Close Loans, LLC, Small Business Loans, Orlando, FL

Contact Us

Quick Close Loans LLC
3936 S. Semoran Blvd
Suite 489
Orlando, FL 32822

Number:
(386) 337-8059

Hours:
MON-FRI 7AM - 7PM