Required Document List

The following documents will be required to process your loan transaction. The quicker we can receive these documents the smoother and quicker the process will be. Should you have any questions please feel free to contact us at any time.

Please complete our Loan Request Form, this will help us understand your needs and better assist you.

Commercial Loans:

• Crossroads Project Summary Form
• Executive Summary
• 1003 Loan Application
• Rent Roll
• Mortgage Statement (Refinance) 
• Personal Financial Statement
• Credit Report (3 Bureaus)
• 3 Years Personal Taxes
• 3 Years Business Taxes
• 3 years Operating Statements
• Schedule of Real Estate Owned
• Color Pictures
• Purchase Agreement (If purchase)
• Appraisal (New or Old)
• Exit Strategy (Hard Money Loans Only)

*Additional Documents may be required depending on the lending source.

For Construction projects please include;

• Proforma
• Contractor information / Resume
• Borrower Resume
• State of Permits

For information on Residential loans call us at 888-263-1440

Crossroads Financial Group, Inc.
Contact us, we look forward to working with you.