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Send Me the File.

Tell me about your deal. Upload what you have. I'll review your package and get you a real answer.

Step 1: Tell Me About Your Deal

Full Name *

Email *

Cell Phone *

Loan Type *

Entity Name (LLC, Inc.)

Property / Business Address

Loan Amount Requested

Total Project Cost

Your Equity in the Deal

Brief Deal Description

Step 2: Upload Your Documents

Pick a loan type above to see only the docs you need. Or leave it blank to see everything.

Section A: About You (Borrower / Sponsor)

Government issued photo ID

Driver's license or passport.

Upload

Personal financial statement

SBA Form 413 for SBA loans.

Upload

Resume or bio (one page)

Quick background.

Upload

Last 2 years personal tax returns

All pages, all schedules, signed.

Upload

Last 3 months personal bank statements

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Brokerage and retirement statements

Most recent quarter.

Upload

Schedule of real estate owned (SREO)

Upload

Credit authorization form

I'll provide the template.

Upload

Section C: The Project / Deal

Executive summary

One to two pages.

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Pro forma

Financial projections.

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Sources and uses statement

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Use of proceeds breakdown

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Equity injection proof

Bank or brokerage statements.

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Exit strategy memo

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Don't have all of this yet? That's fine. Send what you have and tell me where the gaps are. I'll work with you to fill them in.

Your documents are encrypted in transit and at rest. I never share borrower information with anyone outside your loan transaction.