Typical Documentation Requirements

The following are some examples of information require for each loan:

• Location of the property
• Loan amount required
• Purpose or use of funds
• Copy of current title
• Purchase agreement for the property
• Documentation for Borrower entity (articles of incorporation, operating agreement, etc.)
• Current appraisal
• Current financial statements
• Most recent tax returns for the Borrower and
  Guarantor(s)

If applicable:

• Phase I Environmental Report
• Architectural plans for the project
• Construction cost breakdown

We look forward to serving your real estate loan needs!