Current Rent Roll - Including

• Tenant Name and Unit Address
• Unit Type - Number of bedrooms/bathrooms
• Lease commencement and expiration
• Any lease concessions in effect

Current Year-to-Date Operating Statement for Property - Including

• All sources of income
• Property Taxes
• Insurance
• Utilities
• Repairs and Maintenance
• Management/Professional Fees

Prior Two (2) Year-End Operating Statements for Property - Including

• All sources of income
• Property Taxes
• Insurance
• Utilities
• Repairs and Maintenance
• Management/Professional Fees

Narrative Description of Property

• Include a full description of the property including age, land size, and improvements including square footage. The best source for this information is an existing appraisal, if available.

Copy of Sale Contract if this is a purchase transaction.

If refinancing, provide the original purchase price for the property, and details pertaining to the existing debt including lender, balance and terms including pre-payment terms.

Photos of property, inside and out, electronic preferred.

Survey or Site Plan, if available.

Current Personal Financial Statement for borrowers with >10% ownership.

• Click here to download form, if needed

Prior Two (2) years Federal Income Tax returns for borrowers with >10% ownership.

Summary of Capital Improvements to property for the past three (3) years, if available.

Summary of Commercial Leases (if mixed-use property). Include -

• Lease commencement and expiration
• Lease rate - show any escalations or concessions in effect.