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FORMS & CHECKLISTS

NEED A FINANCING QUOTE?

Contact us today for a no-obligation loan quote and portfolio analysis.

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.

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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.

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FORMS & CHECKLISTS

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LOAN PACKAGE CHECKLISTS:

  • REAL ESTATE PURCHASE LOAN CHECKLIST

  • REFINANCE LOAN CHECKLIST

  • CONSTRUCTION LOAN CHECKLIST

  • SBA / COMMERCIAL BUSINESS LOAN CHECKLIST

LOAN APPLICATION FORMS:

  • PERSONAL FINANCIAL STATEMENT

  • MULTIFAMILY RENT ROLL

  • SCHEDULE OF REAL ESTATE OWNED

DUE DILIGENCE FORMS:

  • MULTIFAMILY DUE DILIGENCE CHECKLIST (PDF)

  • MULTIFAMILY DUE DILIGENCE CHECKLIST (Excel)

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