Paperwork to Secure the Unsecure Loans – NBSC Southern First

Paperwork to Secure the Unsecure Loans – NBSC Southern First

  • Post author:
  • Post category:Recovery

Fwd: NBSC docs for you and partner – Commercial LOC

Inbox

Matt Warren <matt@warrensolar.com>AttachmentsAug 19, 2016, 2:59 PM
to me

Matt Warren

Begin forwarded message:

From: “Zoller, Jeb” <jeb.zoller@dav-fd.com>
Date: August 19, 2016 at 2:20:05 PM EDT
To: Matt Warren <matt@warrensolar.com>
Subject:NBSC docs for you and partner  – Commercial LOC

Matt,

They need the attached information on each as well as wells as “gross annual revenues/sales, business type, and number of years in business. The Bank will not obtain financial data, such as personal or business tax returns or personal financial statements”

Jeb

Jeb S. Zoller , CFP®                                                                            jeb.zoller@dav-fd.com                   
Certified Financial Planner™ and Partner                                   803-741-0134 (Office)
DaVinci Financial Designs  LLC                                                        803-530-9112 (Mobile)
3200 Devine Street, Suite 200                                                        803-741-0273 (Fax)
Columbia, SC 29205