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Blank Documents to upload to your loan portal

Please provide these required documents to proceed to the next stage of loan processing.

All loans:

 

All Business Purpose loans:

  • ​Business Verification Form (Download)

  • Documents Required for Business Purpose Exemption Validation (Download)

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If Owner-Occupied Business Purpose loan:

  • Handwritten Business Purpose Certification (Download)

  • Video Certification Instructions (Download)

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If property is tenant-occupied:

 

If the borrower is a business entity: 

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Construction loans:​

Please fill out all documents on your computer, except for the one specified as "Handwritten."

The completed documents will be sent to you via DocuSign for signatures.

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