Personal Information

Let's get to know you better! Provide your personal information to kickstart the journey towards your business loan. We'll make it quick and easy!

Legal First Name*

Legal Last Name*

Email Address*

Phone Number*

Business Owner’s Date of Birth*

Business Owner’s Social Security Number*

Business Owner’s Driver's License Number*

State Issued*

Expiration Date*

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Business Information

Your business is our priority! Share the details about your company to unlock the best lending solutions tailored to your needs. Let's propel your business to new heights!

Business Name*

DBA Name

Business Address*

Federal/State Tax ID

Year Established

Company Website/Owner's Email Address

State of Incorporation

DUNS Number

Entity Type

Name of Business Owner (If different from applicant)

Business Owner’s Title

Business Owner’s Home Address

Percentage Ownership

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Financing Details

Great things are ahead! Provide the financing details for your business loan, and we'll work our magic to connect you with the perfect funding option. Your success is our mission!

Type of Financing Requested

Length of Financing

Purpose of Financing

Business Loan Type

Amount Requested

Gross Annual Sales

Average Monthly Sales

Lease or Mortgage

Lease/Mortgage Payment

Landlord/Lender Name

Landlord/Lender Contact (Phone or Email)

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Mortgage and Bridge Loan Application

Step 1: Type of Mortgage and Terms of Loan

Please provide the details of the mortgage type and terms of the loan:

Amount ($)

Interest Rate (%)

No. of Months

Amortization Type: Fixed RateOther (explain):Interest-OnlyARM (type)

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Mortgage and Bridge Loan Application

Step 2: Property Information and Purpose of Loan

Share the necessary property information and specify the purpose of the loan:

Subject Property Address (street, city, state & ZIP)

No. of Units

Legal Description of Subject Property (attach description if necessary)

Year Built

Purpose of Loan PurchaseRefinance

Property will be Primary ResidenceSecondary ResidenceInvestment

Complete this line if construction or construction-permanent loan
Year Lot Acquired

Original Cost ($)

Amount Existing Liens ($)

A- Present Value of Lot

B- Cost of Improvements ($)

Total (a + b)

Complete this line if this is a refinance loan
Year Acquired

Original Cost ($)

Amount Existing Liens ($)

Purpose of Refinance

Describe Improvements
MadeTo be made

Cost ($)

Title will be held in what Name(s)

Manner in which Title will be held

Estate will be held in
Fee SimpleLeasehold (Show expiration date)

Source of Down Payment, Settlement Charges, and/or Subordinate Financing (explain)

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Mortgage and Bridge Loan Application

Step 3: Borrower Information

Kindly furnish the necessary details regarding the borrower:

Are there co-borrowers?
YesNo

Borrower

MarriedUnmarried (include single, divorced, widowed)Separated

Present Address (street, city, state, ZIP)

Own or Rent?
OwnRent

Mailing Address (if different from present address)

If residing at present address for less than two years, complete the following:

Former Address (street, city, state, ZIP)

Own or Rent?
OwnRent

No. of Years

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Mortgage and Bridge Loan Application

Step 4: Co-Borrower Information

Please provide the relevant information about the co-borrower:

Co-Borrower

MarriedUnmarried (include single, divorced, widowed)Separated

Present Address (street, city, state, ZIP)

Own or Rent?
OwnRent

Mailing Address (if different from present address)

If residing at present address for less than two years, complete the following:

Former Address (street, city, state, ZIP)

Own or Rent?
OwnRent

No. of Years

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Mortgage and Bridge Loan Application

Step 5: Employment Information

Kindly provide the necessary employment details:

Borrower

Name & Address of Employer

Self Employed?
YesNo

Years on this job

Years in work/profession

Monthly Income ($)

Position/Title/Type of Business

Business Phone (incl. area code)

Co-Borrower

Name & Address of Employer

Self Employed?
YesNo

Years on this job

Years in work/profession

Monthly Income ($)

Position/Title/Type of Business

Business Phone (incl. area code)

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Personal Information

Business Information

Financing Details

Mortgage and Bridge Loan Application

Step 1: Type of Mortgage and Terms of Loan

Mortgage and Bridge Loan Application

Step 2: Property Information and Purpose of Loan

Mortgage and Bridge Loan Application

Step 3: Borrower Information

Borrower

Mortgage and Bridge Loan Application

Step 4: Co-Borrower Information

Co-Borrower

Mortgage and Bridge Loan Application

Step 5: Employment Information

Borrower

Co-Borrower

Mortgage and Bridge Loan Application

Step 6: Loan Originator Information