For Customers Wanting to Purchase an Investment Property Documents Required: Commercial Application - Please complete all information requested How much do you need to finance & what repayment terms are desirable? Copy of Contract to Purchase 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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