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Borrower Forms and Documents

Loan Application Forms

Appraisal Payment Authorization: (PDF) or (DOC)
Personal Financial Statement: (PDF)
Borrower Project History: (PDF) or (DOC)
Hazard Insurance Requirements: (PDF)
Title Insurance Requirements: (PDF)
Privacy Policy: (PDF)
Download All

Construction Forms

Contractor Review Form: (PDF) or (DOC)
Draw Schedule - Renovation: (XLS)
Draw Schedule - New Construction: (XLS)

Draw Request Forms

Draw Request Form: (DOC)
Contractor Lien Release: (DOC)
Payment Instructions: (DOC)
Final Payment Affidavit: (PDF)
See All Forms

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Is it difficult to get a handle on who is processing your investments, what their background is and what experience they bring? We have you covered with a team that’s been where you are.

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