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.


MORE FORMS


Letter of Intent


Addendum - Blank


Schedule of Real Estate Owned (Excel)


IRS Form 4506- Printable


IRS W-9 Form - Printable


SBA Forms

Complete SBA Loan Application

Proforma - Sales Projections

Business Debt Schedule

Business History

General Business & Project Information

Manager-Owner Profile

Personal Financial Statement

Pre-Loan Approval For Use of Funds

Certificate of Corporate Secretary

SBA Borrower Application 7a

Needs List Form


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