Helpful Lending Forms
Short-Form Loan Questionnaire - Cheat Sheet
This is a helpful form you can use to take preliminary notes with a client before entering their information into your loan dashboard. This is not an application and does not need to be uploaded to ICS. For your internal use only before entering loans into your loan dashboard.
Rent Roll - Commercial
Rent Roll - Residential & Multifamily
Property Operating Statement
T12 or Property Operating Statement
SREO - Schedule Real Estate Owned (Excel)
CRE Loan Application (PDF Fillable Form)
Construction / Rehab / Fix & Flip Loan Application
Use this application for all 1 to 4-unit residential and multifamily construction and rehab loans up to $10MM.