Pre-Qual Form



Clifford Kearns

Managing Member / Owner

Phone: 540-825-9800


Andrew Kube 

Loan Consultant

Phone: 540-216-4393



*Please see section listed "Attachments" located at the bottom of the Pre-Qualification Form, please upload any documentation needed to determine eligibility.*  -See documentation checklist for items required-


Pre-Qualification Form

A webform by Podio - click here to get yours

*Some forms listed below, require you to save to your computer before opening & completing with your information.*


Personal Financial Statement - SBA 413

SBA 1919

Personal Financial Statement MACC

Multi-Family Rent Roll

Standard Documentation Checklist

*This is to provide an idea of documentation that MAYBE needed, each program is different therefore some items may not apply. *

Personal Financial Statement

MACC Loan Summary

Copy of Drivers License

Business Plan

3 Years Personal Tax Returns

3 Years Business Tax Returns

Tri-Merge Credit Report

3 Months Bank Statements Personal

3 Months Bank Statements Business

Most Recent IRA / 401K Statements

Balance Sheet

Profit & Loss Statement