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Commercial Loan Forms

If you have additional information that you can provide such as a property appraisal, environmental reports, property photos, current credit report(s), etc., please include them as this will help with the pre-approval process.

Owner Occupied Loan Checklist
1. Operating Company Tax Returns for Trailing Three Years.
2. Current Interim Income Statement And Balance Sheet of the Operating Company (within 60 days).
3. Business Debt Schedule (attached or use your own). Business Debt Schedule
4. Complete Personal Tax Returns for Trailing Three Years for All Principals with over 20% ownership.
5. Personal Financial Statement for All Principals and Resume (attached or use your own). Personal Financial Statement & Resume
Investment Property Loan Checklist
1. Property Operating Statements for Trailing Three Years and Year-to-Date. (Attached or use your own).
2. Property Rent Roll (attached or use your own).
3. Personal Financial Statement for All Principals and Resume (attached or use your own). Personal Financial Statement & Resume
Operating Statements & Rent Roll by Property Type - Forms
Healthcare Hotel
Industrial Mobile Home Park
Multifamily (Apartment) Office
Retail Self Storage

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Fernando and Leanne are Amazing

Fernando and Leanne are amazing. I had many small businesses that need refinancing over the years. I have met many Brokers and there is always a catch. ALWAYS!… Use them! Once you do you will work with them forever

- Nirav Patel

She Took Care of All My Needs

If you searching for a great experience Commercial Loan Direct is the place. Leanne took care of me and honestly had the greatest experience. She handled all of my needs in a smooth and timely manner listened and addressed any concerns I had about the process and was very patient. I can be quite a handful at times and Leanne was so professional and kind hearted. I'd 100% recommend this company. Thank you again.

- Vincent Arias

Commercial Loan Direct Streamlined the Whole Process

We were in unfamiliar territory when it came to refinancing. Commercial Loan Direct streamlined the whole process for us. Leann connected us with lenders that were the right fit for us. The money and time we saved was so worth it. I highly recommend them

- Rita Pisarski