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We offer online loan submission to registered referral partners,
broker partners and direct borrowers.
Contact us to get started!
broker partners and direct borrowers.
Contact us to get started!
Have questions about a project you
are working on? |
Document Checklists
Borrower Documentation
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Borrower Documents
Purchases
Refinances
Residential Transition Projects
Corporation/LLC Documents
Lease Documents
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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.
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
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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
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Want to become an approved Broker? It’s easy! To get started, click the link to the right to access our Broker Agreement.
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Broker Submission Documents
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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
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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.
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