Commercial Lending
What financial documents are required?
Three years of personal and business tax returns
Personal financial statement (PFS)
Debit schedule
Business history and experience
Links to sample documents listed below
New Customers Cost and Fees
For loan amounts under 1.5 million, there will be a 2% fee.
For over 1.5 million, a 1% fee.
Multiple deals and returning customers will always get a reduced rate.
Consulting fee for organizing and creating proper financial structure and statements for loan submission: we require a 50% upfront fee, and the other 50% will be paid at closing. You will never pay more than the standard fee.
Minimum of a $5,000 fee on all deals, unless a previous agreement exists.
A $495 document processing fee will be collected at closing on all Loans.
**** These are standard fees and can change at any time.