he first step in securing your new loan for your Independent or Allstate insurance agency is to have a conversation. If you haven’t already spoken with one of our insurance agency lending specialists then Contact Us Now and let’s discuss how we might be able to tailor an insurance agency loan to best suit your needs.
If we’ve already had that conversation, then it’s time to start the loan application process. Begin with downloading and completing the insurance agency loan application that best fits your needs. Each application has an accompanying list of items that will need to be attached to your credit application before we can complete the underwriting and approval process for your loan. That list will vary depending on agency type, so please be sure to download the appropriate loan application based on the type of agency you have or hope to acquire.
Click on the appropriate link below to access a digital credit application based on your insurance agency type
Once you have completed the application to the best of your ability the next step is to complete a personal financial statement.
After you’ve completed the application and the personal financial statement and compiled all the necessary attachments, contact your insurance agency loan specialist and we will provide a secure method of delivering those items to us electronically.
If you prefer to mail hard copies, please ship to:
Capital Resources, LLC
Attn: Underwriting Department
13200 Metcalf Ave, Suite 190
Overland Park, KS 66213
Upon receipt of the electronic or physical file, we will notify you and begin the underwriting process immediately. If we find that any information is missing or needs additional clarity, we will contact you by telephone or email.
Once a final credit decision has been reached, we will contact you by telephone and/or email promptly.
If you would like to read more about getting started on your insurance agency loan application and approval process Click Here.