Docs & Templates

Frequently Used Documents

In the process of submitting your loan? Here are the documents we'll typically request from our borrowers, all in one place.

✓ 4 Document Templates ✓ DocuSign Compatible ✓ $150K–$10M Nationwide
Document Templates

What We'll Typically Ask For

Schedule of Real Estate Owned Template

Required to document your real estate experience and/or holdings.

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Rehab Budget Template

Required to document your rehab/construction budget when submitting a loan with a rehab/construction component.

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Personal Financial Statement (PFS)

Required for certain loan types to provide proof of personal financial wherewithal.

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W-9

Required to document your business entity and must be wet signed or DocuSign.

Download Template →
Need Another DocuSign?

Request a Blank Form

Request a Blank Loan Application

Need to complete a new loan application? Request one here.

Request Application →

Request a Blank Credit Authorization

Need to request a new credit authorization? Request one here.

Request Credit Auth →
Common Questions

Docs & Templates FAQ

Do I need all of these documents to apply?

Not necessarily. Required documents vary by loan type and deal — a loan advisor will let you know exactly what's needed for your situation.

What is a Schedule of Real Estate Owned (SREO)?

A document listing the real estate you currently own, used to document your experience and/or holdings.

Do these documents need to be signed physically?

It depends on the document. The W-9, for example, must be wet signed or completed via DocuSign.

What if I need a document that's not listed here?

Contact us and we'll help you locate or put together what you need.

Are these templates required for every loan program?

Requirements vary by program — Fix & Flip, DSCR, Bridge, and Ground-Up Construction loans may each require slightly different documentation.

How do I request a blank loan application or credit authorization?

Use the Request a Blank Loan Application or Request a Blank Credit Authorization links on this page.

Can't Find What You Need?

Reach out directly and a member of our team will point you to the right document.