For Customers Wanting to Refinance or Renovate Investment Properties Already Owned

Documents Required:
  • Commercial Application - Please complete all information requested

  • How much do you need to finance & what repayment terms are desirable?

  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years

  • Interim Financial Statement (if it has been ninety (90) days since the last
    financial statements or tax returns)

  • Personal Financial Statement of Principal(s)

  • Personal Tax Returns of Principal(s), for the last 3 years

  • Rent Roll for Non-Owner-Occupied Buildings including Tenant Listing, Lease
    Term and Rent Information

  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
  • Photographs of Subject Property are required

The required documentation may vary due to the amount and circumstances of the transactions.
Every financial request deserves attention! If you are unsure or want to discuss your financial needs please call us at 888-654-6819 or email us. Click here.

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