What documents will I need to provide when applying?

All applications will require the following financial documents to be provided for each entity associated with the commercial real estate loan request:

Business Documents

• 3-years of Business Tax Returns
• Year to Date Property and/or Business P&L
• Schedule of Business Debt

Personal Documents

• 3-years personal tax returns
• Current Personal Financial Statement (PFS) for each owner
• Schedule of Real Estate Owned for each owner

NOTE: Additional documents pertaining to your application may be requested, including for the subject property during underwriting.