Download Documents

Please either DOWNLOAD the forms onto your computer OR OPEN the files in the “Adobe Acrobat Application” in order to complete the forms online and to eSign them. This will make the experience and the information input much easier to complete and sign. You will NOT be able to open the files from here and complete. If you have any questions, please don’t hesitate to call, text or email us.

download important forms

Upload Supporting Documents

When uploading your supporting documents, please select the corresponding DOCUMENT TYPE, then upload to our website. This will ensure proper labeling of your document and will assist us in determining which documents are available to review and which are still pending. Should you have any questions, please don’t hesitate to call, text or email us. Thank you.

upload important documents

For most projects we typically ask for the following Documentation:

  • Previous 2 Years Operating Statements or Tax Returns
  • Current year-to-date Operating Statement;
  • A Complete Commercial Loan Application;
  • Address of Property;
  • The listing (if a purchase) or Copies of your loan statements (if refinancing);
  • Your Estimated Credit Score.
  • Color ID (Driver’s Lic or Passport)
  • Resume
  • Last 3 Months Bank Statements
  • Last 3 Years Personal and Business Tax Returns

For Construction Loans we would need the following additional Documents:

  • Detailed Cost Breakdown
  • Settlement Statement of Land Purchase, OR, Contract to Purchase;
  • Detailed List and Amounts of Cash in the Project
  • Detailed Bio of the Owner/Builder and/or Team of Experts
  • Previous Bank Statements (3 months) for Down Payment and/or Liquid Reserves.
  • Plans and Permits, if available.
  • Project Redurings.
  • Financial Projections (Proforma)
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