Next Step- Upload Documents

  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. Upload your completed documents, and all other required documents using the “Click Here To Upload” button below.

Personal Financial Statement
Rent Roll and Lease Information
Profit and Loss Statement
Balance Sheet

📋 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

    (templates provided above)

🏢 Property & Entity Documentation

  • Rent Roll for the property being purchased
    (You may use your own format or complete the provided template)

  • Purchase Contract

  • Corporate Documents for:

    • Borrowing entity

    • Guarantor entities

    • Any entity with 20% or more ownership or controlling interest in the property

💵 Liquidity Verification

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

Click Here To Upload