Best Business Loan Brokers / Guides / What documents does a business loan broker need?
Guide · reviewed 11 November 2026
What documents does a business loan broker need?
Answer in brief
Most brokers need your loan amount and purpose, your turnover and trading history, 3 to 6 months of business bank statements, your latest accounts, and ID for the directors or owners. Larger or secured deals may also need management accounts, forecasts, asset details or property information.
Core documents
- Business bank statements for the last 3 to 6 months
- Latest filed accounts, or tax returns for sole traders
- Management accounts if your filed accounts are more than a few months old
- Photo ID and proof of address for directors or owners
Sometimes needed
- Cash flow forecast or business plan, especially for new businesses
- Aged debtor report for invoice finance
- Quote or invoice for the asset you're buying
- Details of existing borrowing
Open banking
Many lenders now ask to connect to your bank account through open banking, which shares read-only transaction data securely. It's often quicker than sending PDF statements.
Get matched with a broker or lender →
Free, no obligation. Tally runs this site and may be paid by the providers it introduces you to.