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Deal Submission Form
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Required Documentation!

The following required documentation will be needed to begin your loan application.

Borrower

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  • Driver’s License

  • Most Recent Bank Statement

  • Proof of Liquidity (Checking, savings, brokerage, retirement accounts, or available HELOC funds)

  • Voided Check Matching the Bank Statement

  • Real Estate Track Record / Schedule of Real Estate Owned (REO)

Entity Docs

  • Articles of Organization or Certificate of Formation

  • EIN Documentation

  • Operating Agreement

Title & Insurance 

  • Title Company Contact Information
    (Name, email address, and phone number)

  • Insurance Company Contact Information
    (Name, email address, and phone number)

Property & Project

  • Executed Purchase Contract / Purchase HUD 

  • Completed Scope of Work / Budget (If applicable)

  • GC License (If applicable)

  • GC Liability Policy and 3 Certificates of Occupancy within the past year (If applicable)

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