Download a Loan Application Package. Mission Oaks Bank

Once you have downloaded your loan application package, find out the quickest way to have your loan packages reviewed.

Loan Request Summary:

Use this one page summary sheet to provide us with the basic overview of a loan request that you would like us to consider. Intended for broker use.

Entire Loan Package:

This is an all inclusive file that includes all the documents below. By downloading this file, there should be no need to download any of the other individual documents. This Excel book contains the Loan Application, a Checklist, Business History and Profile, a Business Debt Schedule, a Management Resume, a Personal Financial Statement, and an Environmental Questionnaire.

Loan Application:

This is a two page form of a loan application to be completed and signed by the borrower.

Loan Submission Package Checklist:

Use this checklist to facilitate compiling your loan package, and to let us know which items you are sending and which are are still to come from the borrower.

Business History and Profile:

To be completed by the borrower so that we can gain perspective of the history of the business to be financed.

Business Debt Schedule:

To be completed and signed by borrower, allowing us to assess the indebtedness of the business to be financed or refinanced.

Management Resume:

One page document with basic questions on the experience of all borrowers and key management personnel.

Environmental Questionnaire:

This is a basic questionnaire, that would be easily superseded by an environmental report, if a current one is available. It is best for most borrowers to answer these questions, while with certain loans, it might be an unnecessary additional form.

Personal Financial Statements:

General financial information about the borrowers/guarantors to be completed by the borrowers/guarantors and signed.

Now that you have downloaded our loan application find out how to submit your loan package to MONB:

Submit Loan Packages Here

1-800-825-0522



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