WHAT SBA LOAN DOCUMENTS ARE REQUIRED? - Advance Capital
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SBA Standard Loan Documents Required

For an easier, safer and quicker process, you can apply through us with the following:

  • Driver’s License and Social Security card
  • Voided Business Check
  • Application, 1-page (We can send you the application or take your information over the phone)
  • 6 months Business Bank Statements (all numbered pages)
  • Year to Date Balance Sheet
  • Year to Date Profit & Loss Statement
  • Business Tax Returns 1-3 years
  • Personal Tax Returns 1-3 years
  • Business Debt Schedule (We have a template to give you)
  • Original Corporation filing documents and a statement of number of 20%+owners and their % of ownership

Guarantee Fees:

  • A guarantee fee of 0 – 3.5%, based on your loan’s maturity and the dollar amount guaranteed, might be included in the total cost of the loan.
  • (Remember: the SBA isn’t lending to you directly—and it doesn’t guarantee 100% of the bank’s loan. That’s why “dollar amount guaranteed” is different from “total loan amount.”)
  • The SBA charges a guarantee fee for the service of guaranteeing the loan. The lender originally pays the guarantee fee, but it will pass that expense on to the borrower. These fees range from 0% for loans under $150K and up to 3.5% on loans of more than $700K. (There’s also an additional fee of 0.25% on any guaranteed portion of more than $1 million.) ( Many Lenders do not do SBA loans under $350,000)

SBA 7(a) Loan Fees and Charges:

  • Interest Rates: 2.75% + Prime
  • Origination Fee: 0.5 – 3.5% (case by case)
  • Consulting Fee: (case by case)
  • Loan Packaging Fee: $2k – $4k (case by case)
  • SBA Guarantee Fee: 3 – 3.5%

Typically, the prime rate, plus 2.75% over 10 years with no prepayment penalty.