Application Checklist

What We Need:

For every file or project submitted for investment or funding we need the following documentations to validate the project for pre underwriting.

Do Not Submit incomplete packages.


  • Completed Application |Apply Here|  *
  • Project Overview Or Summary   *
  • Project Business Plan / IRR /  *
  • Appraisals/ Feasibility Studies / Engineering Reports /Permits
  • Audit Reports / Third Party Verification Of Cost And Returns
  • Verification Of Liquid Capital / Proof Of Funds/ LOI from other Lenders (If applicable) *
  • Developer / Owner Assets & Net Worth
  • Management Bios / Experience  *
  • Current Loans Contact / Payoff Letters/ Debt Schedule
  • Renderings / Architecture Drawings (Digital) / Layout
  • Legal Information (Articles Of Incorporation / Government Approvals)  *
  • Other Information on the Project

Print this checklist!
Items marked with * are required with your initial submission. Other items can be provided later.
For a fast submission, simply complete the Application Form found on the Application page below.