First Name
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Last Name
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Phone
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Email
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Lender company legal or public name
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Lender company website URL
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Current published lending guidelines URL
Direct capital provider confirmation
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Yes
No
Is this a new, updated, or paused lender profile?
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New lender or program
Update existing lender or program
Temporarily paused or not accepting new opportunities
Select every financing family you currently offer
Residential / Investor
Commercial Real Estate
SBA
MCA
Equipment Financing / Leasing
Criteria that apply across your selected programs
Allowed states or Nationwide
Excluded states
Minimum financing amount
Maximum financing amount
Excluded industries
Required documents
Residential / Investor program types offered
Purchase
DSCR Purchase
Purchase + Rehab
Rate & Term Refinance
DSCR Rate & Term Refinance
Cash-Out Refinance
DSCR Cash-Out Refinance
New Construction
Residential / Investor underwriting and matching criteria
Eligible property types
Maximum units
Minimum credit score
Allowed terms
Maximum LTV (%)
Maximum LTC (%)
Maximum LTARV (%)
Minimum DSCR
Eligible residency types
Minimum borrower experience
Eligible occupancy types
Program-specific differences or exceptions
Commercial Real Estate program types offered
Purchase
Refinance
Bridge
Bridge / Value-Add
Bridge-to-Permanent
Permanent
Commercial Term
Commercial Term - Lite Doc
Commercial Term - Full Doc
Multifamily Bridge
Multifamily Term
Owner-Occupied Term
Owner-Occupied Revolving Line
NNN Retail Bridge
Condo Inventory
Land / Specialty
Church Purchase / Refinance
Church Renovation / Construction
Construction / A&D
Commercial Real Estate underwriting and matching criteria
Eligible asset classes
Eligible transaction types
Occupancy profiles
Stabilization profiles
Maximum LTV (%)
Maximum LTC (%)
Minimum DSCR
Minimum debt yield (%)
Minimum sponsor experience
Minimum liquidity
Minimum net worth
Recourse options
Allowed terms
Program-specific differences or exceptions
SBA program types offered
SBA 7(a)
SBA 504
SBA Microloan
SBA underwriting and matching criteria
Eligible uses of proceeds
Prohibited uses
Eligible industries
Minimum time in business (months)
Minimum annual revenue
Minimum guarantor credit score
Minimum DSCR
Minimum equity injection (%)
Minimum owner occupancy (%)
Jobs or public-policy goal required
Management experience required
SBA authority or channel
CDC service areas
Program-specific differences or exceptions
MCA program types offered
Merchant Cash Advance
Revenue-Based Financing
Existing Advance Refinance
MCA underwriting and matching criteria
Eligible industries
Minimum time in business (months)
Minimum monthly revenue
Minimum monthly deposits
Minimum average daily balance
Maximum negative-balance days
Maximum NSFs
Maximum open advance positions
Stacking policy
Maximum payment burden (%)
Minimum guarantor credit score
Program-specific differences or exceptions
Equipment Financing / Leasing program types offered
Equipment Financing
Equipment Lease
Equipment Refinance
Sale-Leaseback
Equipment Financing / Leasing underwriting and matching criteria
Eligible equipment types
New or used eligibility
Maximum equipment age (years)
Minimum remaining useful life (months)
Maximum advance (%)
Minimum down payment (%)
Minimum time in business (months)
Minimum annual revenue
Minimum guarantor credit score
Vendor requirements
Prohibited assets
Allowed terms
Program-specific differences or exceptions
Accuracy and manual-review confirmation
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