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Resources

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We offer online loan submission to registered referral partners,
broker partners and direct borrowers. 

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Document Checklists
Borrower Documentation
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Borrower Documents
Purchases
Refinances
Residential Transition Projects
Corporation/LLC Documents
Lease Documents
Interested in our products and have a deal you want to run by our team?  Click the link to the right to request a quote and one of our professionals will get in touch with you.
Request a Quote
Borrower Checklist
 Borrower Signature Authorizations Form
Declaration of Non-Owner Occupancy
​Borrower Letter of Experience
2 Months Complete Bank/Financial Statements
Valid ID - photocopy
Contact Information for Real Estate Agent
Contact Information for Title/Escrow/Closing Company
Property Insurance Declaration Page
all borrower forms
Purchase Contract - Fully Executed, Not Expired
Provide Most Recent Mortgage Statement
Itemized List of Work - Including Bids
Articles of Incorporation/Organization
Bylaws/Operating Agreement
​Certificate of Good Standing
Executed Lease Agreement(s)
Rent Roll and P&L Statement - if multi-unit
Contractor Documentation to include with Residential Transition Loans
State Contractor's License
General Contractor's License
Insurance Declaration Page - Commercial Liability minimum $1M in coverage
     or Personal Liability Policy on Subject Property
Worker's Compensation Insurance Declaration Page
     or Letter of Exemption Stating Contractor does not have Employees
Contractor's Driver's License
Completed W-9 - if applicable
References - 2 from previous clients
References - 2 from previous subcontractors/suppliers
Broker Documentation
Get Started!
Want to become an approved Broker?  It’s easy!  To get started, click the link to the right to access our Broker Agreement.  
Broker Submission Documents
Broker Agreement
Broker Submission Form
Completed Borrower's Package
If Residential Transition Financing - Completed Contractor Documentation
Borrower's Credit Report (less than 90 days old)
Appraisal* (less than 90 days old)
Referral Documentation
Get Started!
Not a mortgage broker but a real estate professional, investment manager, etc that would like to be our partner with referring us business?  It's easy!  To get started, click the link below to access our referral agreement.  ​
referral Agreement

Become a Preferred Broker/Referral Partner Source

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Temple View Capital © 2017

7101 Wisconsin Ave., Suite 1012 Bethesda, MD 20814

+1 844-675-1900

info@templeviewcap.com

Temple View Capital It is our mission to provide professional, specialized private lending services that our clients can depend on.


  • Welcome
  • Guidelines
  • Resources
    • General
    • Document Checklists
    • Request A Quote
    • Project Plan Consultation
    • FAQ's
  • About
    • About
    • Contact Us
    • Privacy Policy
    • Terms of Use
  • Partner Login