Loan Document Checklist

Expedite your loan review by gathering the following documents. We’ll request these files after you submit your loan application.

SBA 7(a) Loans

Most Recent Business Tax Return 

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

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. You can still apply and qualify today; applicants who complete the process will be first in line* when funding resumes. 

*Please note that eligibility will be re-evaluated when funding resumes. Changes to revenue, EBITDA, outstanding debt, or other credit factors may impact your final loan offer. 

Most Recent Business Tax Return 

Business Bank Statements for the past six months

Business Debt Schedule, if applicable

Apply for a business loan today

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Contact Form   |   773-839-8089

Mon – Fri: 8am – 5pm CT
Sat: 10am – 7pm CT
Sun: Closed

To qualify for an SBA 7(a) small business loan, your business must be:

  1. U.S.-based and operated
  2. Owner supported / owner funded
  3. Eligible per the SBA’s requirements

Your loan amount will determined by the business’ average annual revenue, FICO score, and years in business