(CLICK BELOW For the forms you need)

STEP ONE:  (Give us a good summary of deal)

Hard Money PREQUAL FORM

Conventional Commercial PROJECT SUMMARY FORM

STEP TWO: (Give us the minimum docs to figure your debt service ratios)

Rent Roll  & Schedule E or P&L
(use for non owner occupied property- Multi Family, Single Tenant, or Multi Tenant)

Commercial Loan Modification PreQual Worksheet 
(use when there is no chance to qualify for a refi -high LTV, weak credit or income on building or principals)

Religious Organization Info Sheet
(use for churches/synagogues/mosques)

Equipment Application
(use for equipment leases or purchase requests)

STEP THREE: (If deal looks good we'll need financials for the bank)

Send us 3 years personal and business tax returns

Send us YTD P&L and last years P&L

Personal Financial Statement
(use for non owner occupied property- Multi Family, Single Tenant, or Multi Tenant)

STEP FOUR:
If we can do the deal and bank rep agrees, we'll give you a written term sheet.  If you accept the terms, we'll get a written LOI from the bank.  Complete all of their requirements and prepare to FUND!!