Commercial Loan Checklist

We have provided some of the items that are required for a Commercial Loan. Not all items are requested for each project but more complex loans may require additional information. In addition, our commercial loans and financing will not require the documents up front.

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What you need to apply for a loan…

Applying for a loan can seem daunting. Everyone knows loans require different documents and evaluations. At GenWealth, our job is to make financing your commercial project or business venture as easy as possible. Our commercial loan checklist is here to help guide you through the process of getting a loan. Our commercial firm connects you with the right lenders for your unique situation. The right lender can make a tangible difference in a project. Our great customer service team is here if you have any questions about commercial loans. We will help make your project a reality.

Checklist

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Company History

Provide a History on the Corporation (applicable), Resumes on all principal owners.
N

Loan Use

Explanation or a one page Statement on how the funds will be utilized on this project.

N

Color Photos

Or Artist’s rendering in color (If new construction only.)

N

Invoices/Quotes of project (construction)

N

Tax Returns (Personal and Business)

N

Operating Statements for the subject property

N

Rent Rolls

N

Lease Agreements

N

Personal Financial Statement

N

Appraisal

N

Market Data

N

Financial projection of the transaction

N

What are your three/five year plan for the property

Want more info about commercial loans?

Our Dallas based commercial mortgage brokerage firm has years of experience working in the commercial project financing industry. GenWealth has extensive knowledge on a variety of different commercial projects and lenders. Contact us if you need information or guidance for your commercial venture. Our team will be glad to share our experience.