ONLINE TEST · COMMERCIAL & SBA

Purchase & Acquisition Requirements

Complete this guided online sample, review your entries and send a test without downloading a PDF.

← Applications & Documents

01 · Details
02 · Checklist
03 · Review

Step 1 of 3

Your details.

Fields marked * are required. Use sample information throughout.

Your contact information

Full name *

Email *

Phone *

Company / borrowing entity

Property location

Street address

City

State

ZIP code

Purchase & Acquisition Requirements

Your checklist.

Document readiness

Select whether each item is ready. This test sends readiness statuses only; do not upload or enter document contents.

Resume for each borrower.

Summary of each principal’s current business or occupation.

Transaction summary describing what you want to accomplish.

Complete business plan, if available.

Identity documents for all borrowing principals: driver license and Social Security card; passport and/or visa where requested.

DBA registration and/or articles of incorporation.

Corporate tax identification number.

Completed personal financial statement.

Current year-to-date profit and loss statement and balance sheet for the borrowers and corporations.

Last three years of financial statements for the borrowing entities.

Last three years of personal and corporate tax returns.

Last three personal and corporate bank statements.

Purchase contract or sales agreement, if available.

Feasibility study with five-year projections, if available.

Photographs of the property, including exterior views and interior photographs.

Property survey.

Environmental assessment, if available.

Appraisal arranged by Gold Quest Group.

Title commitment arranged by Gold Quest Group.

Purchase & Acquisition Requirements

Your details.

Your checklist.

Review your sample.

A personal connection.
A lasting relationship.

Purchase & Acquisition Requirements

Your details.

Your checklist.

Review your sample.

A personal connection.A lasting relationship.

A personal connection.
A lasting relationship.