Refinance Application

Apply For Financing in 5 Easy Steps

  1. Download the required documents listed below.

  2. Complete the forms offline using your computer or mobile device

  3. Make sure your completed documents are saved and ready to upload.

  4. Fill out the short questionnaire at the bottom of this page.

  5. Upload your completed documents, and all other required documents, and click Submit to send your application.

📋 Required Document Checklist

🧾 Tax Returns

  • Personal Tax Returns (Federal): Most recent 3 years, including all pages and schedules

  • Business Tax Returns: Most recent 3 years, including all pages and schedules (if applicable)

  • Tax Returns for Existing Business: Most recent 3 years (if different from primary business)

📊 Financial Statements

  • Year-to-Date (YTD) Profit & Loss Statement

  • YTD Balance Sheet

  • YTD Profit & Loss Statement for Existing Business

  • YTD Balance Sheet for Existing Business

  • Personal Financial Statement (template provided above)

🏢 Property & Entity Documentation

  • Rent Roll (template provided above or submit your own)

  • Corporate Documents for:

    • Borrowing entity

    • Guarantor entities

    • Any entity with 20%+ ownership or controlling interest in the properties

  • Environmental Reports: Phase I and II site assessments, and any other abatement reports (if applicable)

💵 Liquidity Verification

  • Bank Statements: Most recent 2 months for accounts being used to verify liquidity