Our process is in two stages. When you first visit the office for a loan application, you are given a one page summary application along with a personal financial form to complete. If you are an existing business, please provide financial statements for two years. If you already have a business plan you can include with your summary application. When complete, this summary application is presented (as you have written it) to the Investment Committee. The committee makes the final decision as to whether you should proceed with your application. If the committee decides to move forward, we will work with you on your business plan.