Helpful Lending Forms
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. For your internal use only before entering loans into your loan dashboard.
Jump Start Marketing with Mass Email & Voicemail Broadcasts
RENT ROLL - RESIDENTIAL & MULTIFAMILY
SCHEDULE REAL ESTATE OWNED (Excel)
ICS FORM C-1003 Commercial Mortgage Loan Application (PDF Fillable Form)
ICS 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. This application must be completed and used instead of the ICS 1003 or PFS.
Preliminary Approval Letter - Purchase (PDF)