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Loan Submisson Packet

Please provide these required documents for our underwriting purposes:


All loans:

  • Thoroughly completed application (Download)

  • Insurance declaration for all proposed collateral

For acquisitions:

Ratified purchase contract


For standalone 2nd loans and Bridge Loans with existing debt:

  • Most recent mortgage statement(s) 

  • Copy of the Note(s)


For construction loans:

  • Building Plans

  • Permit

  • Budget 

  • GC Contract

If the borrower is an entity: 

  • Entity organizational documents

  • Personal Guarantor(s) PFS (Download)


Securely upload all required documents here