FORMS & CHECKLISTS
Loan Package Checklists
Download a checklist for your particular type of loan to ensure you have a complete set of documents for your loan proposal.
Loan Application Forms
Download these standard forms required by lenders when evaluating a commercial loan proposal.
We partner with Real Estate Finance Academy to offer a library of resources for investors and real estate professionals.
Due Diligence Forms
Download these valuable checklist and data request forms for conducting due diligence in a commercial real estate transaction.
Spreadsheet Templates
FORMS & CHECKLISTS
LOAN PACKAGE CHECKLISTS:
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REAL ESTATE PURCHASE LOAN CHECKLIST
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REFINANCE LOAN CHECKLIST
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CONSTRUCTION LOAN CHECKLIST
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SBA / COMMERCIAL BUSINESS LOAN CHECKLIST
LOAN APPLICATION FORMS:
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PERSONAL FINANCIAL STATEMENT
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MULTIFAMILY RENT ROLL
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​SCHEDULE OF REAL ESTATE OWNED
DUE DILIGENCE FORMS:
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MULTIFAMILY DUE DILIGENCE CHECKLIST (PDF)
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MULTIFAMILY DUE DILIGENCE CHECKLIST (Excel)