Get Access to Lending Forms
You will have access to the following forms upon sign-up.
Funding Fee Agreement
A funding fee agreement is a form you have your borrower sign to ensure you get paid for your services. Very important!
Commercial Loan Application
The CRE Loan Broker application is our proprietary application form accepted by most commercial lenders nationwide. It is imilar to a residential 1003 form, only designed for commercial and investment properties.
Standard Residential 1003 Loan Application
Residential property application form.
Personal Financial Statement
Provides an overview of a borrower's financial position in terms of income, assets, and debt.
File Stacking Order Form
Outlines how to property prepare a loan once it is ready to submit to lenders.
Rent Roll - Multifamily
Shows all tenants at a property, lease terms, and total rents for multifamily properties. Excel format.
Rent Roll - Commercial
Shows all tenants at a property, lease terms, and total rents for commerical properties. Excel format.
Rent Roll - PDF
Standard rent roll form in PDF format.