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This checklist is the typical documentation requirements for a preliminary analysis
of your loan request. Additional information may be required and will be requested
upon review of the items outlined below.
Property Information
- Executive Summary
(Download).
- Existing appraisal (if available).
- Rent roll or lease summary
(Download).
- Schedule of actual operating expenses.
- 2 years financials (subject property)
- Copy of purchase contract and /or warranty deed
- Property certifications or reports (ex: environmental or survey)
- Environmental Questionaire
(Download).
- Color pictures (if available).
- Business Plan - (if available).
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Borrower Financial Information
- Current business financial statements and previous 2 years tax returns
- Current personal financial statements and previous 2 years tax returns
- Personal Financial Statement - Each Borrower
(Download)
- Schedule of Property Owned
(Download)
- Credit Report
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Other
- 1003 Application
(Download)
- Credit authorization
(Download)
- Funding Origination Fee Agreement
(Download)
- Strategic Referral Agreement - Brokers Only
(Download)
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Yes, we understand that the 1003 Application is traditionally a "Residential" form, but it has become more widely used among underwriters as
simply one of the "require documents". We are also able to accept the 1003 application in a wide array of industry accepted formats. Calyx
Point being our preferred version.
Please also see our checklists below. We hope you will find them useful. If you are unable to find a particular form here, please visit our
Downloads page
Checklists
Checklist - Commercial Mortgage (.pdf)
Checklist - Commercial Development (.pdf)
Checklist - Commercial International (.pdf)
Checklist - Commercial Energy (.pdf)
Checklist - Commercial Hard Money (.pdf)
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