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Commercial Lending Document Checklist
The following (partial) list will help you identify the types of information a Commercial Mortgage lender will need to make an informed decision about your Commercial Mortgage lending request. (All items may not be required on all transactions)
Commercial Loan Request:
- Two years Federal Income Tax (with all K-1’s)
- Current and last year Financial Statement (Profit & Loss)
- Projected Cash Flow Statements/next 12 Months (Income & expenses)
- Balance Sheet
- If purchase, copy of Purchase and Sale Agreement & Escrow Instructions
- Schedule of Rents
- Copies of all leases
- Property Appraisal (ordered by lender)
- Environmental Report (ordered by lender)
- Well written Business/Management Plan
- Description of company/history/officers/directors
Personal Information Required:
- Personal Financial Statements
- Key Personnel Resumes
- Credit Reports (if available)
Commercial Mortgage Home |
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