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Document Checklist

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Its best to contact our lending experts for the required loan documentation based on your specific loan scenario. Here’s a list of documents which may be requested:

  • Copy of original filed federal personal and business taxes for the past 3-years
  • Copy of original CPA prepared personal and business income statement & balance sheet
  • Copy of original current rent rolls, if leased
  • Copy of professional previous property valuation, if available
  • Copy of professional previous environmental hazard report, if available
  • Loan request reasoning statement
  • Other documents may be required

For any inquiries or assistance, please contact one of our professional lending experts at 951-241-0961.