Most commonly used loan forms
Construction - Purchase - Bridge - Re-finance
NOTE: ALL loans require only 3 documents submitted for us
to determine if we have a lender for a particular loan scenario:
1: Appropriate intake form, a
2: Personal Financial Statement and a
3: 3-bureau tri merge credit report.
A loan can not be considered without these 3 forms correctly and completely filled out.
If we deem a loan viable we'll issue an engagement agreement and request further documentation.
For refinance / cash out bridge loans we can usually get a term sheet within 72 hours if a loan makes sense.
Construction - Purchase - Bridge - Re Finance INTAKE FORMS
Download your forms here:
Construction Sub-Form (Hospitality)
Commercial Construction Loan Sub-Form (Generic)
Purchase REFINANCE and PIP Sub-Form (Hospitality)
Purchase Submission Form (Generic)
Refinance Sub-Form (Hospitality)
Refinance Submission Form (Generic)
Residential Construction-Development Sub-Form
Single Family Rental (1-4) Construction Form
SFR (1-4) Purchase or Bridge Sub-Form
SFR (1-4) Refinance Sub-Form
Small Balance Blanket Loan Sub-Form
Personal Financial Statement PDF format
Personal Financial Statement DOC format
Hospital Finance - Healthcare Mortgage Loans
Where to obtain a tri merge credit report:
www.freecreditreport.com
www.creditchecktotal.com
www.thinkcreditreport.com
www.annualcreditreport.com
www.freescoreonline.com
Be aware many of the above offer a free trial but charge fees after the free trial ends.
Read the terms on the site you choose for instructions how to cancel subscription once you retrieve your free credit report or you may be charged monthly fees.
Please use the site which best serves your needs.
Various additional loan forms:
Commercial real estate and business acquisition SBA loans
Send inquiries to sbaloan@michaellewisgroup.com
Construction - Purchase - Bridge - Re-finance
NOTE: ALL loans require only 3 documents submitted for us
to determine if we have a lender for a particular loan scenario:
1: Appropriate intake form, a
2: Personal Financial Statement and a
3: 3-bureau tri merge credit report.
A loan can not be considered without these 3 forms correctly and completely filled out.
If we deem a loan viable we'll issue an engagement agreement and request further documentation.
For refinance / cash out bridge loans we can usually get a term sheet within 72 hours if a loan makes sense.
Construction - Purchase - Bridge - Re Finance INTAKE FORMS
Download your forms here:
Construction Sub-Form (Hospitality)
Commercial Construction Loan Sub-Form (Generic)
Purchase REFINANCE and PIP Sub-Form (Hospitality)
Purchase Submission Form (Generic)
Refinance Sub-Form (Hospitality)
Refinance Submission Form (Generic)
Residential Construction-Development Sub-Form
Single Family Rental (1-4) Construction Form
SFR (1-4) Purchase or Bridge Sub-Form
SFR (1-4) Refinance Sub-Form
Small Balance Blanket Loan Sub-Form
Personal Financial Statement PDF format
Personal Financial Statement DOC format
Hospital Finance - Healthcare Mortgage Loans
Where to obtain a tri merge credit report:
www.freecreditreport.com
www.creditchecktotal.com
www.thinkcreditreport.com
www.annualcreditreport.com
www.freescoreonline.com
Be aware many of the above offer a free trial but charge fees after the free trial ends.
Read the terms on the site you choose for instructions how to cancel subscription once you retrieve your free credit report or you may be charged monthly fees.
Please use the site which best serves your needs.
Various additional loan forms:
Purchase or
Bridge Loan |
Refinance and
Refinance Cash Out |
PI and
Authorization for Credit Pull |
SREO
for
blanket / portfolio loan |
1003 application |
Commercial
Rent
Roll form |
Truck
purchase or refi application |
Business
Credit Application |
|
Truck
Buy/Refi credit authorization |
I & E Operating Statement | SBA
business loan zip file all forms |
Commercial real estate and business acquisition SBA loans
Send inquiries to sbaloan@michaellewisgroup.com