Commercial Real Estate Funding

Borrower

Borrowing entity *

Contact name *

Email *

Phone

Property & request

Loan product

Amount requested ($)

Property addressPurposeAnything else we should know

Detailed figures and documents are collected securely in your borrower portal after you submit.

Documents we will request

• Executive Summary / Loan Request • Current Rent Roll (dated) • Trailing 12-Month (T-12) Operating Statement • Last 2 Years Operating Statements • Pro Forma with Assumptions • Sources & Uses • Personal Financial Statement (PFS) - each sponsor • Schedule of Real Estate Owned (SREO) • Borrowing Entity Docs (Operating Agreement, EIN, Org Chart) • Purchase & Sale Agreement (if acquisition) • Property Photos • Operator Bio / Track Record • Existing Appraisal / Environmental (if available) • Insurance Schedule

After you submit, you will continue in your secure borrower portal to review disclosures, e-sign, and upload documents.