Please follow the steps below to complete the process:

Thanks for the opportunity to work with you on your loan request. Below is a summary of the items we will need to size up your loan request and work towards a term sheet.

Items needed for Letter of Interest (LOI) Submission

  • 2018 and 2019 Year-end Operating Expense Statements. If you have your 2020 Statement, supply that, too.
  • T12 (Trailing 12-month P&L)
  • Current Rent Roll
  • Personal Financial Statement – Template attached (each sponsor to complete)
  • Schedule of Real Estate Owned
  • OM “offering memorandum” or “marketing brochure
    • Pictures of subject property if you do not have an OM or “marketing brochure”
  • If this is a value-add deal, a 5-year proforma is helpful showing lease-up

Loan Application
First
Last
Subject Property Address *
Subject Property Address
City
State/Province
Zip/Postal

Maximum file size: 134.22MB

Please upload your 2018 through 2020 and interim 2021 Year-end Operating Expense Statements.

Maximum file size: 134.22MB

Maximum file size: 134.22MB

Maximum file size: 134.22MB

Maximum file size: 134.22MB

Maximum file size: 134.22MB

Maximum file size: 134.22MB


If you need a Personal Financial Statement template, you can use this one.

Once we get your information processed, we will determine the best funding options and send a registration letter for you to sign. From there we will submit for initial terms from our lending platform.