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Coldesina Capital

Needs Lists & Forms

Conventional

  • LOI Needs List
    • 3 Years Personal and Business Taxes
    • Rent Roll & Operating Statement
    • Interim Financial Statements
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Business Debt Schedule (BDS)
    • Credit Report
  • Full Needs List
    • 3 Years Personal and Business Taxes
    • Rent Roll & Operating Statement
    • Interim Financial Statements
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Business Debt Schedule (BDS)
    • Credit Authorization
    • Entity Documentation
    • Current Mortgage Statement (Refi)
    • Insurance Contact (EOI)
    • 3 Months Business and Personal Bank Statements
    • Copy of Driver's License
    • Purchase Contract (If Applicable)
    • Application
    • If Construction: Budget, Plans, Permits

Owner User

  • LOI Needs List
    • Loan Request
    • 3 Years Personal and Business Taxes
    • Interim Financial Statements
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Business Debt Schedule (BDS)
    • Credit Report
  • Full Needs List
    • 3 Years Personal and Business Taxes
    • Interim Financial Statements
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Business Debt Schedule (BDS)
    • Credit Authorization
    • Entity Documentation
    • Current Mortgage Statement (Refi)
    • Insurance Contact (EOI)
    • 3 Months Business and Personal Bank Statements
    • Copy of Driver's License
    • Purchase Contract (If Applicable)
    • Application

DSCR

  • LOI Needs List
    • Loan Request
    • Rent Roll & Operating Statement
    • Offering Memorandum if Purchase (OM)
    • Personal Financial Statement (PFS)
    • Schedule Of Real Estate (SREO)
    • Trailing 12 Month Operating Stmt (T12)
  • Full Needs List
    • Trailing 12 Month Operating Statement (T12)
    • Copy Of Leases
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Credit Authorization
    • Entity Documentation
    • Current Mortgage Statement (If Refi)
    • Insurance Contact (EOI)
    • 3 Months Business and Personal Bank Statements
    • Copy of Driver's License
    • Purchase Contract (If Applicable)
    • Application

Bridge

  • LOI Needs List
    • Loan Request
    • Rent Roll&Operating Statement
    • Personal Financial Statement (PFS)
    • Schedule Of Real Estate (SREO)
  • Full Needs List
    • Rent Roll/Operating Statement
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Credit Authorization or Report
    • Entity Documentation
    • Current Mortgage Statement (If Refi)
    • Insurance Contact (EOI)
    • 3 Months Business and Personal Bank Statements
    • Copy of Driver's License
    • Purchase Contract (If Applicable)

Construction

  • LOI Needs List
    • Loan Request
    • Budget/Plans/Permits
    • Personal Financial Statement (PFS)
    • Schedule Of Real Estate (SREO)
    • Experience
  • Full Needs List
    • Budget/Plans/Permits
    • Personal Financial Statement (PFS)
    • Schedule of Real Estate (SREO)
    • Credit Authorization or Report
    • Entity Documentation
    • Current Mortgage Statement (If Refi)
    • Insurance Contact (EOI)
    • 3 Months Business and Personal Bank Statements
    • Copy of Driver's License
    • Purchase Contract (If Applicable)
    • Application

Download Forms

Personal Financial Statement (PFS), Schedule of Real Estate (SREO) and Business Debt Schedule (BDS)

We have online forms for these — your account executive sends you a secure link.

Or download the spreadsheet: