The Lender Checklist (Where The Money Is)

Every document a lender asks for, in the order they ask for it.

One page. Fifteen items. Three stages.

BEFORE YOU CALL
Prove the business exists and is yours — formation documents, EIN
letter, operating agreement, licence, ID.

WHAT THEY ASK FIRST
Show how money moves through the business — bank statements, tax
returns, profit and loss, balance sheet.

WHEN IT GETS SERIOUS
Show what you owe and what you'll do with it — debt schedule, aging,
personal financial statement, use of funds.

There's space at the bottom to write in anything your lender asks for
that isn't already on the list. No list covers every lender.

WHY THE ORDER MATTERS

Anyone can find out what a lender wants. What nobody tells you is the
sequence — and having the first five ready before you make the call
changes how that conversation starts.

WHAT YOU GET

One printable PDF, US Letter, delivered the moment you pay
Prints clean on a home printer
Yours to keep. No subscription, nothing renews

ALREADY INCLUDED IN THE BUNDLE

If you're buying the complete ten-volume set, this is already in it. This
page is for readers picking up single volumes.

JEFF KEMMER

Forty years of buying and running businesses. These are the parts of
the process most owners only find out about after it has cost them
something.

These are books. They do not offer credit and are not affiliated with
any lender.