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Please click on the box next to the documents that you are going to submit. Before hitting that "Submit" button, take a quick moment to ensure everything is correct. Remember to please label the files accordingly. This simple step will give you the peace of mind that the right files are going out.

DOCUMENTS CHECKLIST

Personal Financial Statement

Government-Issued Identification

Credit and Background Authorization

3 Months Bank Statements (All Pages)

Personal Tax Returns (Last 3 Years)

Year to Date Profit and Loss Statement

Year to Date Balance Sheet

Business Debt Schedule

Operating Agreement

Articles of Incorporation / Formation

Evidence of Good Standing

Bio / Resume on all Parties with over 10% ownership

Purchase Contract

Title Report

Proof of Insurance

Borrowers Attorney Contract

Borrowers Insurance Agent Contract

Copy of the Appraisal or Support Value

Construction or Rehab Budget (every File)

Project Scope of Work

Environmental Reports

Existing Leases

General Contractor Contracts

Proforma

Sources & Uses

Executive Summary

Photographs

Survey

Special Request

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