6 steps · about 10 minutes
Request your loan document package
Tell us about the loan and the parties. Our office will use your answers to prepare the loan documents.
How it works
1. Submit the request
Enter the property, parties, and loan terms.
2. Office prepares documents
We review the request and draft your loan documents.
3. Receive by email
Documents arrive at your inbox within 1–3 business days.
What you'll need to complete the form
The Property
- Property address, city, state, ZIP, and county
- PIN (if available)
The Borrower
- Borrower name, phone, email, and mailing address
- If entity: entity name, formation state, and signor names
- If guarantor: guarantor name and address
The Lender
- Lender name, phone, email, and mailing address
- If co-lenders: each lender's share percentage
The Loan
- Loan amount, interest rate, points, closing date, and maturity date
- Which documents you want included
- If rehab holdback: draw amounts and conditions
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