NOTE: THIS PAGE IS ONLY INTENDED FOR NEW CLIENTS. IF YOU ARE AN EXISTING CLIENT PLEASE CLICK HERE.
Ley Capital, LLC
New Client Appointment Request

Please use the "Desired Date" textbox and its popup calendar along with the time choices below to select a time that works best for you. We will do our best to find the closest available time in the office you selected.

Please note that your selected date can be no sooner than 4/18/2024 (1 day(s) from now). If you need an appointment before that or have any questions, please contact the office directly.

Thank you for your loan application. We appreciate your interest in our loan services and the opportunity to assist you with your financial needs. See Your Options Below: 

Business Loan  Items Needed: 

  1. 2 Years of Personal Tax 
  2. 2 Years of Business Tax 
  3. Year to Date Profit and Loss including Balance Sheet 
  4. 3 Month Bank Statements 
  5. ID 

Please make sure you have all the needed items before your appointment.

 

SBA Loan Items Needed: 

  1. 3 Years of Personal Tax 
  2. 3 Years of Business Tax 
  3. Year to Date Profit and Loss including Balance Sheet 
  4. Most Recent 3-Month Bank Statements 
  5. ID 

Please make sure you have all the needed items before your appointment.

 

Commercial Loan Items Needed: 

  1. 2 Years of Personal Tax 
  2. 2 Years of Business Tax 
  3. Year to Date Profit and Loss including Balance Sheet 
  4. Most Recent 3-Month Bank Statements 
  5. ID 
  6. Article of Corporation 

Please make sure you have all the needed items before your appointment.

 

Personal Loan  Items Needed: 

  1. 2 Years of Personal Tax 
  2. 2 Years W-2 or 1099
  3. Most Recent 30 Days Pay Stubs 
  4. 3 Month Bank Statements 
  5. ID 

Please make sure you have all the needed items before your appointment.

 

Church  Loan Items Needed: 

  1. 3 Years' Statements of Financial Activities 
  2. 3 Years  Balance Sheet 
  3. Most Recent 3-Month Bank Statements 
  4. ID 
  5. Article of Corporation 
  6. Copy of 501c3 and ByLaw

Please make sure you have all the needed items before your appointment.