What you'll need before you start
For Franchise financing — required items get your deal to lenders; helpful items speed up closing once you're matched.
About You
Required for a preliminary match
- Personal Financial Statement (PFS)Same day — fill it out directly
- Personal Tax Returns (3 yr)Same day if you have copies; 1–2 days from your CPA/IRS transcript
- Schedule of Real Estate Owned (SREO)Same day
- Credit AuthorizationSame day — signature only
- Government IDSame day
Business Entity
Required for a preliminary match
- Business Tax Returns (3 yr)Same day if you have copies; 1–2 days from your CPA/IRS transcript
- Entity Docs (Articles/Operating Agreement/EIN)Same day if on file; 1–3 days for a fresh Secretary of State copy
Financials & Deal Detail
Required for a preliminary match
- Bank Statements (3 mo)Same day — download from online banking
Nothing here needs to be perfect on day one — upload what you have and add the rest from your deal room. Want a copy to work from offline? Use your browser's print/save-as-PDF (Ctrl/Cmd+P) — this page is formatted to print cleanly.