5 Documents Needed for an HBT Loan
By Chief Operations Officer Brent Wheeley
Heritage Bank & Trust staff members realize that the loan process can be tedious. We hope this article will help you as you start to collect the necessary documents for us to help make your dreams come to a reality!
1.Updated Personal Financial Statement
2. Timely tax returns
3. Important ancillary information
4. Detailed loan and deposit listing (this is a more detailed list than would necessarily show on the Personal Financial Statement)
5. Business operating agreements
These need to be updated and accurate.
*As of 2020