Before you start your loan application, please review our Application Checklist so that you know what documents you will be asked to submit.
To retrieve your work on the Application Checklist on multiple devices, type in your email address. If you will be using the checklist on only one device, you can continue without entering your email address. Also, your progress and notes on the checklist are not monitored by CLIMB Fund staff, so please feel free to use it as you see fit.
Visit our Business Resource Center to find out about organizations that can assist you with writing your business plan
Pro Forma template
Profit & Loss Statement template & Balance Sheet template
For example, a recent check stub or internal financial statements
Personal Financial Statement template
For example, a letter of intent or the property listing
Schedule a meeting with a Loan Officer if you have questions
If more than one owner
Prior to loan closing
Can be an informal email you received from the bank
Schedule a 1-on-1 with a Loan Officer
Ready to Apply