Apply Now Forms

This page provides common documents that are used during the loan process. 

Printable Forms For Loan Application
1 to 4 units, SFR, Condo and some Commercial Forms

What you need for submission are the forms below. Also needed: 2 forms of ID. Copy of existing Mortgage Statement – for refi. Mortgage – Credit report – for all new loans. Executed purchase contract – for new a purchase loan. Fire insurance agent contact and phone number – for all loans. If derog credit we will need Letter of Explanation “LOE” on what happened – for all loans.

  
**Only if you are interested in expediting your loan send documents / forms and or bank statements separated by month in adobe format “.pdf”.

• Loan Submission Form
• **Uniform Residential Loan Application
• Credit & Appraisal $$ Authorization Form
• Borrower’s Authorization
• Borrower Authorization to Wire Funds
• SI Form – Statement of Information
• Borrower Worksheet / Log of 24 months bank statements
• Borrower’s Address Certification
• Borrowers Cert of Business Purpose Loan
• Borrower’s Certification and Authorization
• Declaration of Non-Owner Occupancy
• Declaration of Non-Owner Occupancy & Experience
• How To Create a P&L statement      Sample P&L Statement
• Fix & Flip all in One Loan Application to 80% LTV or 65% CLTV
• Borrowers Itemized Bid for Repairs
• **Title Fee Schedule
• **Escrow Fee Schedule

Important Note: If you do not own a home and you want to either buy and flip a home or buy an investment home you will need to have the purchase entity be an LLC. Click on this to get the LLC now. You will be the Borrower and the LLC is the Co-Borrower.

*********Run Credit – For Internal Use******
http://certifiedcredit.com/login/

Do not fill out forms below only if specifically asked. Normally only need the forms listed above.

Commercial & Investment Forms

Executive Summary Fill In Form An Executive Summary is an essential document for us to have since it will give us your summary of all the information in the deal and why you think it is a good profitable deal.

• Pro Forma Operating Statement
• Personal Financial Statement
• Commercial Loan Application
• Commercial Lease Summary Excel
• Construction Loan Package
• Line of Credit Up to $12,500,000 To Buy, Sell and Flip Homes
• Mobile Home Park all in Submission Package
• Multi Family Operating Statement pdf or  Multi Family Operating Statement Excel
• Multi Family Rent Roll Word or  Multi Family Rent Roll Excel
• Form 4506-T Request of Tax Return
• Schedule of Real Estate Owned
• Business Loan Application – NOT tied to Real Estate – 3 months bank statements and 3 months credit card statements. Or 6 months bank statements if the business does not take credit cards. See more info under Hot Loan Products.

NOTE: Some of these forms may be in Portable Document Format (PDF) and you will need Adobe Acrobat Reader to view them. To get Adobe Acrobat Reader.