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
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Download Checklist
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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
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Download Checklist
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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
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Download Checklist
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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
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Download Checklist
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