Expedite your loan review by gathering the following documents. We’ll request these files after you submit your loan application.
SBA 7(a) Loans
2024 & 2025 Business Tax Return or 2025 extension
Most Recent Personal Tax Return for majority owner
Business Bank Statements for the past six months
Business Debt Schedule, if applicable
Most Recent Business Credit Card(s) Statement(s), if applicable
- Most Recent Affiliated Business Tax Return if your business(es) meet SBA affiliation criteria
- Other Business Documents
- Corporate Bylaws / Operating Agreement if applicable
- Active Lease Agreement if applicable
- Schedule of Furniture, Fixtures and Equipment if applicable
SBA Grocery Guarantee Loans & SBA Made in America Loans
Loans up to $350,000
2024 & 2025 Business Tax Return or 2025 extension
Most Recent Personal Tax Return for majority owner(s)
Business Bank Statements for the past six months
Business Debt Schedule, if applicable
Loans over $350,001
2023, 2024, and 2025 Business Tax Return or 2025 extension
Most Recent Personal Tax Return for majority owner(s)
Business Bank Statements for the past twelve months
Business and Affiliate Debt Schedule, if applicable
Personal Debt Schedule for majority owner(s), if applicable
Interim P&L and Balance Sheet dated within 90 days
NEWITY Growth Term Loans
IMPORTANT UPDATE: Due to high demand, NEWITY Growth Term Loan fundings are temporarily paused. We anticipate funding will resume in Q2 2026.
Most Recent Business Tax Return
Business Bank Statements for the past six months
Business Debt Schedule, if applicable
Apply for a business loan today