Standard List of Requirements
The following is a list of basic information that will allow us to get started in analyzing your financing application:
Please click here to download a personal financial statement application.
1. Last three fiscal years financial statements/tax returns.
2. Latest (monthly/quarterly/semiannual) interim statements for the current and prior fiscal years.
3. If other than a proprietorship, Articles of Incorporation, LLC Agreement, or Partnership Agreement.
4. List of Owners/Officers/Members/Partners, showing current address, telephone, and role in the organization.
5. Personal Financial Information and Statement (Credit Application) for each principal of the business and/or guarantor of the debt.
Commercial Real Estate Financing:
1. Last three years detailed income and expense statement
2. Copy of rent roll
3. Copies of all current leases
4. Copy of most recent tax bill indicating PIN
5. Legal description of the property
6. Copy of most recent appraisal, if available
7. Copy of most recent environmental report, if available
8. Most recent survey, if available
This list is not intended to be comprehensive. Please note that, upon approval (or prior to approval, with applicant's consent and at applicant’s expense), Devon Bank may need to order current appraisal, environmental, title and other due diligence items in addition to the above items.