Loan Submission Checklist
  Listed below is a checklist for initial items required to evaluate your loan request so that we may provide a Letter of Interest* (LOI) or you may apply online.
 
  • Purpose of Loan
  • Use of Funds
  • Description of Property
  • Site Description
  • 3 Years Historical Operating Statements on the Property
  • Current Year To Date (YTD) Operating Statement
  • Lease Summary/Rent Roll
  • Purchase Price or Original Cost
  • Timing Requirements To Fund Loan
  • Significant Improvements made to Property
  • Required Improvements necessary, if any
  • Color Photos
  • Resume/background on borrowers
  • Existing lender, rate & term

* This is not a commitment to lend. Commitments can only be issued after all information necessary has been reviewed, accepted and approved by loan committee.

Rate and terms are subject to change without notice