Required Documents

The following is a list of typical loan underwriting required documents.

  1. Completed loan application with financial statement
  2. 3 years IRS statements both personal and business
  3. YTD profit and loss
  4. Current Rent Roll
  5. Occupancy
  6. Use of funds
  7. Property description
  8. Recent credit report
  9. Purchase contract
  10. Photos
  11. Repayment terms of debt to be paid off, for refinance.
  12. Existing appraisal, environmental, title report and the like

Please provide addtional information you deem to be important.