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WE KNOW EVERY DEAL HAS A STORY
Eliminate unqualified deal submissions by letting us pre-qualify leads at inception.
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LENDER ONBOARDING FORM
Lender Name
Street Address
City
State
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Zip Code
Contact Person
Contact Person's Email Address
Contact Person's Phone Number
Primary Facilities (Please select all that apply)
Bridge Loans
Commercial Real Estate Loans
Equipment Financing
Factoring
Merchant Cash Advance
Lines of Credit
SBA Loans
Working Capital Loans
Other(s)
Please Specify
Minimum TIB (per facility type; space with comma)
Funding Amount Range (per facility type if applicable)
Minimum Credit Score(s)
Collateral Type(s) Accepted
Accepted Real Estate Types (Please select all that apply)
1-4 Family Unit
Apartments/Condos/Townhouses
Hospitality
Industrial
Land
Mixed Use
Mobile Home Parks
Multifamily
New Subdivisions
Office
Retail
Self-storage
Senior Housing
Student Housing
Others
Please Specify
Accepted Commercial Real Estate Loan Types (Please select all that apply)
Acquisition
Capital Improvements
Cash-out
Construction
Fix&Flip
Mezzanine
Non-recourse
Preferred Equity
Recourse
Refinance
Rehab&Rent
Others
Please Specify
Accepted Equipment Types (Please select all that apply)
Agriculture
Aviation
Construction
Healthcare
Heavy Iron/Yellow Iron
Manufacturing
Oil & Gas
Rental
Restaurant/Service
Software
Transportation/Trucking
Other
Please Specify
Commission Structure
Provide all lender advice to a broker about your organization regarding preferred or excluded industries, specializations, ineligible properties, ineligible states, and any other lending criteria beyond the basic information requested above.
Provide the full details regarding the logistics for submitting deals to your organization.
What is required for a term sheet or what should be submitted for initial review?
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Upload supported file (Max 15MB)
Provide any other pertinent information regarding your organization to help ensure we submit quality deals.
Please upload all product presentation documents.
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Please upload all required documents for registering as a broker with your organization. (or what will be required)
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Please upload any marketing collateral you would like our brokers to have at their disposal.
Upload File
Upload supported file (Max 15MB)
Would you like us to reach out to you about recording a webinar with you about your product or to demo our broker's resources we make available to them?
Yes
Not this time
Provide anything else you would like us to know about your organization, submitting deals, or interacting with your organization.
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