Commercial Mortgage Group - Mortgage Brokers

Submission requirements

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The following is a list of required documents that will be needed to get quick and accurate terms from a lender. By understanding what's needed before contacting us we can expedite the process and alleviate unecessary aggravation for your client borrower.

For a confidential, no obligation loan quote submit our online prequalification. The following items that have been highlighted will also be required:

  • Signed fee agreement and exclusive broker engagement( No deal shoppers please)
  • Application fee (lender specific)
  • Property description and location map
  • Representitive color photographs. 
  • Exisiting debt and cost basis on the property
  • *Borrower resume
  • *Borrower financial statement ( certified by CPA)
  • *Management company resume
  • *Borrowers tax returns ( prior 3 yrs, corp. and personal)
  • Property Operating Statements (prior 3 yrs) including trailing 12
  • Rent roll or lease abstracts 
  • *Articles of Incorporation

 

 

*These documents may be required by certain lenders.