Loan Forms


Sometimes you’ll need an extra form for your specific deal. Here is the list of additional forms we may need. You only need these if we tell you to complete one of them. Or if you’ve done this before, and you know you need it.  Contact Us with any questions.

Rental Loans

Personal Financial Statement This gives us direct summary of your net worth, investments, assets and liabilities. Required for Full Documentation Lower Rate Commercial Rental Loans

Rent Roll Required for all rental loans.

Hard Money Loans

Scope of Work Template For rehab pro This gives us a general idea of the work you have planned for the property. It is not a substitute for a contractor quote. We’ll need this for every property. Use the dropdown fields, and make sure you indicate the finish quality.