Pre-Approval Process

Be ready for your next real estate investment with a Pre-approval/Proof of Funds letter in hand. Below is the documentation needed to complete the pre-approval process. Once we receive your application and documents, you will be pre-approved within 24 hours.

  • Loan Application– Each Member/Owner of the business will be required to fill out the Loan Application through our website. After submitting application, email all documents listed below to our secure website
  • Credit Report– Provide an Experian credit report for all Members/Owners of the business. The credit report must list credit score, tradelines with balance and be less than 90 days old from application date. You can order your personal credit report at
  • Identification– Provide a driver’s license and social security verification for all Members/Owners and Guarantors.
  • Assets – Most recent business bank statement. This must be the actual bank statement and not a screen shot of the account. The account must show enough funds to close or additional account statements will be required.
  • Entity Documents – EIN, Articles of Incorporation and Operating Agreement.


Final loan terms may vary based on loan types, verification of application information, and other risk-based factors.


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