Bridge and Hard Money Loan Checklist

Documents Needed

Commercial Scenarios

Executive Summary – Exit Strategy needs to be included
Personal Financial Statement
BPO on Market Value (if available)
Digital Pictures of property

Residential Scenarios (Investment Non-Owner Occupied Only)

Executive Summary
1003 on all borrowers (please fill in as completely as possible)
Market value estimate
Digital Pictures

Your Executive Summary Should include the following:

1. Property Information

Address
Property Type
Age

2. Borrower Information

Guarantors
Net Worth

3. Use of Proceeds
4. Loan Description

Reason for Request

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