Please use these forms when assembling a new financial package.
If you have additional information that you can provide such as a property appraisal, environmental reports, property photos, current credit report(s), etc., please include them as this will help with the pre-approval process.
|Investment Property Loan Checklist|
|1. Property Operating Statements for Trailing Three Years and Year-to-Date. (Attached or use your own).|
|2. Property Rent Roll (attached or use your own).|
|3. Personal Financial Statement for All Principals and Resume (attached or use your own). Personal Financial Statement & Resume|
|Owner Occupied Loan Checklist|
|1. Operating Company Tax Returns for Trailing Three Years.|
|2. Current Interim Income Statement And Balance Sheet of the Operating Company (within 60 days).|
|3. Business Debt Schedule (attached or use your own). Business Debt Schedule|
|4. Complete Personal Tax Returns for Trailing Three Years for All Principals with over 20% ownership.|
|5. Personal Financial Statement for All Principals and Resume (attached or use your own). Personal Financial Statement & Resume|
|Operating Statements & Rent Roll by Property Type - Forms|
|Industrial||Mobile Home Park|