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Needs List

In order to secure a pre-approval and LOI, please collect the items listed below for lender review. 

Personal 

  • 3 years of personal tax returns

  • Complete 1003 application

  • Current Bank, Brokerage, & Mortgage statements

  • Real Estate Schedule​

Business 

  • 3 years of business tax returns

  • Current year Profit & Loss and Balance Sheet

  • Current Bank, Brokerage, & Loan statements

  • Business Debt Schedule

Other

CRE Loan SBA 7a Required
Business Loan SBA 7a Required
CRE Loan SBA 504 Required
Modern Architecture

Call 

408-603-8725

Term of Service

Email 

info@dealflo.net

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