Needs Lists & Forms What we need to get your client lender terms (an LOI), by deal type. Once your client moves forward, their Account Executive sends a Client Portal link with their exact list, online forms and secure upload.
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 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 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) Bridge LOI needs list
Loan Request Rent Roll & Operating Statement Personal Financial Statement (PFS) Schedule of Real Estate (SREO) Construction LOI needs list
Loan Request Budget/Plans/Permits Personal Financial Statement (PFS) Schedule of Real Estate (SREO) Experience Other forms 209 Avenida Fabricante Suite 100
949-216-0313 - info@coldesinacapital.com
DRE #01318471
