925.837.1314 // info@perseverelending.com
Loan Submission Packet
Applying for a loan?
Please provide these required documents for our underwriting purposes:
All loans:
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Thoroughly completed application (Download)
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Loan purpose declaration (Download)
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Occupancy declaration (Download)
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Insurance declaration for all proposed collateral
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If the borrower is an entity:
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Entity organizational documents
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Personal Guarantor(s) PFS (Download)
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For acquisitions:
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Ratified purchase contract
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For refinances:
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Most recent mortgage statement
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Lease agreements if tenant occupied
For standalone 2nd's & Bridge Loans with existing debt:
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Most recent mortgage statement(s)
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Copy of the Note(s)
For construction loans:
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Scope of work
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Draw Schedule
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Plans/Specs
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Permits
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GC Contract
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Contractor's Builders risk policy
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Contractor's worker's comp policy
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Contractor's liability policy
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Construction Budget (Download)
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Completed Contractor Profile (Download)
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Contractor's/Builder's License
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Photo of Contractor’s Driver’s License
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Contractor’s W9
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Point of Contact for inspections (Name, Phone, Email)
Securely upload documents with sensitive information here, and notify info@perseverelending.com that you have done so.