Real Estate Financing Required Documents

Note: The required documentation may vary due to the amount and circumstances of the transactions.

Refinance or Renovate

For Customers Wanting to Refinance or Renovate Investment Properties Already Owned
  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Interim Financial Statement (if it has been ninety (90) days since the last
    financial statements or tax returns)
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Rent Roll for Non-Owner-Occupied Buildings including Tenant Listing, Lease
    Term and Rent Information
  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
    Photographs of Subject Property are required
Refinance or Renovate Real Estate PDF Download
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Purchase Investment Property

For Customers Wanting to Purchase an Investment Property
  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Copy of Contract to Purchase
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Rent Roll for Non-Owner-Occupied Buildings including Tenant Listing, Lease Term and Rent Information
  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
    Photographs of Subject Property are required
Purchase Investment Property PDF Download
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Refinance or Renovate – Owner Occupied

For Customers Wanting to Refinance or Renovate an Owner Occupied Property
  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
  • Photographs of Subject Property are required
  • For customers wanting to refinance you will need a confirmed payoff of existing mortgage.
  • For customers wanting to renovate you will need to supply the cost estimates from qualified contractors to complete the project
Refinance or Renovate - Owner Occupied PDF Download
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Purchase Real Estate – Owner Occupied

For Customers Wanting to Purchase Property to be Used as an Owner Occupied Property
  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Copy of Contract to Purchase
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
  • Photographs of Subject Property are required
  • If you need financing beyond the real estate cost for office furniture, computer equipment, production equipment etc. you need to supply us with estimates of cost
Purchase Real Estate - Owner Occupied PDF Download
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