Commercial Real Estate Loan Survey

For Commercial Real Estate Loans:

Upload documents in form on right side

  • 3 most recent years tax returns – both personal and business –
  • Extensions for any filings – if applicable –
  • 3 months most recent bank statements – both personal and business –
  • Personal financial statements – updated within last 60 days –
  • Year-to-date business operating statements – if applicable –
  • Year end business operating statements if business tax returns are on extension
  • Personal resume – required for investment properties if self managed –
  • Property management resume, or letter of credentials, if property is professionally managed
  • Letter of explanation for any derogatory credit, including: slow pays, charge-offs, liens, judgments, child support, etc.
  • Schedule of real estate holdings – include purchase date, purchase price, and current mortgage amount
  • Subject property rent roll – if not 100% owner occupied – if property is owner occupied and held in a different entity, i.e. LLC, and leased back to the business, then rent roll and copy of the lease must be provided
  • Subject property leases – see above for owner occupied property
  • Subject property income and expense statements, including year end and year-to-date
  • For investment property with single or anchor tenant, include tenant financial statements


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