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Commercial Loan Forms

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.

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. Personal Financial Statement. | (Excel Format).
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. Personal Financial Statement. | (Excel Format).
Operating Statements & Rent Roll by Property Type - Forms
Healthcare Hotel
Industrial Mobile Home Park
Multifamily (Apartment) Office
Retail Self Storage

Commercial Loan Finder

Fill this form out to find the best commercial loan programs for your needs.

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Get a free commercial loan quote. This process does not affect your credit score.

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Success Stories

See how we've helped borrowers across the country close complex deals and reach their goals.

Ace Hardware Franchise Grand Opening - Herb and Gwen Velazquez SBA 7(a)

New Ace Hardware Franchise Financing

Alpharetta, GA Retail Franchise Real Estate + Working Capital

CLD was most helpful from answering my initial questions to the follow up... We would not have been able to start this business without CLD.

— Herb & Gwen Velazquez Read Story
Golden Valley Luxury Apartments - 332 Units, Bakersfield CA CMBS

Apartment Refinance — 332 Units

Bakersfield, CA Luxury Multifamily Non-Recourse · 10-Yr I/O

I had a tremendously good experience with CLD and especially with my loan specialist — she identified the ideal loan program and handled everything professionally.

— Golden Valley Apartments Read Story
University Place Apartments - Student Housing, Columbia MO Conventional

Student Housing Refinancing — 181 Units

Columbia, MO Mixed-Use Student Housing Non-Recourse · 10-Yr

I felt confident through the process that things were under control, that my interests were protected — always a pleasure to work with.

— Mark Leifield Read Story

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