Below are the forms, applications, and document templates you may need during your loan process. Download, complete, and return them to your loan officer—or reach out if you have any questions.
Applications & Authorizations
- Commercial Loan Application (PDF)
- 1–4 Unit Residential Loan Application (Online)
- Credit Card Authorization (Online)
- Borrower Authorization (Adobe Sign)
Financial & Property Documents
- Personal Financial Statement (PDF)
- SBA Personal Financial Statement (Form 413)
- Real Estate Schedule (XLS)
- Rent Roll (PDF)
- Property Operating Statement (PDF)
- Tenant Estoppel Certificate (PDF)
Need help with any of these documents? Get in touch and we’ll walk you through it.