Forms

For your pre-approval:

• Credit report (supplied by the broker)
• 1003 loan application (supplied by the broker)
• Broker Submission form [PDF]
• Construction Loan Calculations and Worksheet (optional)[PDF]
  

For your complete loan submission:

• Standard Required Items Checklist [PDF]
• Contractor Information form [PDF]
• Draw Request FAQ's/Guidelines [PDF]
• Construction Cost Breakdown form [PDF][XLS]
• Construction Time Line and Coordination Letter [PDF]
  

For your draw requests (available ONLY after the loan has been funded):

• Draw Request form [PDF]

For new brokers:

• New Broker Approval form [PDF]
  

Co-marketing forms for all brokers:

These forms have an editable field for your contact info! You can use these forms in one of two ways:

1. Replace the example contact info with your contact info, then print as many as you need (be sure that you select the option to print both the document and the comments/markup in the Adobe Acrobat print dialog box)
2. Remove the example contact info, print as many as you'd like, and attach your business card.

• Programs Matrix
• Spec Construction Loans Flyer
• Custom Construction Loans Flyer
• Owner-Builder Loans Flyer
• Construction Draws Flyer
• Standard Required Items Flyer
• Archive of all the above forms