Loan-Specific Document Checklists
Every loan type has different requirements. Select your loan type below to see exactly what documents you’ll need—no more, no less
Select Your Loan Type
Bridge Loan
Short-term financing for acquisitions & refinances
Fast funding for property acquisitions, refinances, or value-add projects. Typically 12-36 months with interest-only payments.
- 7-14 days to close
- Up to 75-80% LTV
Fix & Flip
Renovation financing for resale
Short-term financing for purchasing and renovating properties for quick resale. Includes purchase price plus rehab budget.
- 7-14 days to close
- Up to 90% LTC, 70-75% ARV
DSCR Loan
Debt Service Coverage Ratio loans for investors
Qualify based on property cash flow, not personal income. Perfect for investors with complex tax returns or multiple properties.
- 21-30 days to close
- Up to 75-80% LTV
Commercial Real Estate
Permanent financing for stabilized properties
Long-term financing for income-producing commercial properties including multifamily, retail, office, and industrial.
- 45-60 days to close
- Up to 75-80% LTV
Ground-Up Construction
New construction financing
Finance new development projects from land acquisition through completion. Includes land, hard costs, and soft costs.
- 30-45 days to close
- Up to 75% LTC (Loan-to-Cost)
SBA 504/7(a)
Government-backed business loans
SBA loans for owner-occupied commercial real estate or business expansion. Lower down payments and longer terms.
- 60-90 days to close
- Up to 90% LTV
Downloadable Form Packages
Download our branded forms grouped by loan type. Complete these before your consultation to speed up the process.
Commercial Real Estate
Bridge, DSCR, Ground-Up Construction, Commercial Permanent
- Personal Financial Statement
- Credit Authorization Form
- Real Estate Experience Form
- Scope of Work Template
Merchant Cash Advance
Fast funding based on credit card sales
- Personal Financial Statement
- Credit Authorization Form
- Real Estate Experience Form
- Scope of Work Template
Equipment Financing
Machinery, vehicles, technology equipment
- Personal Financial Statement
- Credit Authorization Form
- Real Estate Experience Form
- Scope of Work Template
Not Sure Which Loan Type You Need?
Our team can help you determine the best financing option for your situation. Schedule a free consultation to discuss your project.