We want to make the evaluation process as fast and painless as possible.
For a quick response, please include with your request the following information:
Financial Documents
- Personal financial statement -- signed and dated within past 60 days
- Personal tax returns from the past two years
- Business financial statement - signed and dated within past 60 days
- Business tax returns from the past two years
- Contact information for Broker and Borrower (address, email, phone, fax)
Property/Deal Documents
- Executive summary of loan request - including use of funds and exit strategy
- Purchase contract (if applicable)
- Location Map
- Rent roll (for income producing property)
- Appraisal, survey, and title commitment (if available)
- Existing lien payoff, including taxes and other encumbrances (if applicable)