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Guide to Faster Funding

Guide to Faster Funding (pdf)Download

Commercial Loan Document Checklist

Borrower Documents

Borrower Documents

Borrower Documents

 

  • Personal Financial Statement
  • Two Years of Personal Tax Returns
  • Resume or Bio (especially for sponsors/developers)
  • Recent Credit Report (or estimated credit score. Lender will pull credit)
     

Entity Documents

Borrower Documents

Borrower Documents

 

  • Articles of Organization / Incorporation
  • Operating Agreement
  • EIN Verification Letter (IRS)
  • Certificate of Good Standing (optional but helpful)
     






Need help gathering the right docs? We’ll walk you through it.
dan@cfund.us | (801) 613-1629

Project Documents

Borrower Documents

Project Documents

 

  • Purchase Contract 
  • Pro Forma or Cash Flow Projections 
  • Construction Budget (if applicable) 
  • Sources & Uses Statement 
  • Exit Strategy Summary (Sell, Refi, Hold)
  • Rent Roll (for stabilized or income-producing properties) 
  • Site Plans / Appraisal / Zoning Info (as needed)
     

Request Funding

We are just a phone call or email away. Our goal as a team is to make this process enjoyable and as smooth as possible for all parties involved. Collecting the items above upfront allows us to provide you with the most detailed qualification possible.

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801.613.1629

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Contact: 801.613-1629   dan@cfund.us

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