Lisa's Loan Submission Form

1
Please Choose One of The Following
ISO / Broker
Direct Borrower
2
What is your ISO ID or Broker Company Name?* This field is required.
3
What Type of Loan are you looking for?
Business Loan
Commercial Real Estate Loan
4
About the property
What is the subject property address?
No
Please Select
Yes
No
Is there any liens on the property?
If Yes, what is the current combined lien totals?
What is the approximate value of the property?
5
Has your deal been submitted to any other funder(s) or Lender(s)
YESNO
6
Please list where you've sent the deal
Lender / Funder 1
Lender / Funder 2
Lender / Funder 3
Lender / Funder 4
7
Contact InformationWho should we contact?
First Name
Last Name
8
Contact Phone Number* This field is required.What's the best number to reach you?
Please enter a valid phone number.
9
Email Address* This field is required.
example@example.com
10
Submission Date* This field is required.
Date
Month
Day
Year
11
1
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12
Hour
40
00
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Minutes
PM
AM
PM
11
Deal Name* This field is required.Company Name
12
Funding Type* This field is required.Choose Funding Type
Please Select
Please Select
Merchant Cash Advance
AR Factoring
Equipment Financing
Term Loan
SBA Loan
Commercial Real Estate
Fix & Flip
Transactional Funding
Hard Money / Bridge Loan
Other - Help Decide
Line of Credit
Other
13
Tell us about your deal?* This field is required.Please be detailed
Huge
Large
Normal
Small
Ok
Ok
14
Amount Requested* This field is required.What is the borrower requesting
15
Business Address Verification* This field is required.All business and commercial real estate addresses must be verified
16
{originator}
Upload your documents

Business Funding

Funding application (Signed and Dated) not older than 30 days

3 Months Bank Statements

3 Months credit processing statements (if available)

If after the 15th of the month. Please upload MTD transactions.

Commercial Real Estate Deals

Completed 1003 Application or Personal Financial Statement

Property Information

Cash Amount Down

Tri-Merge Credit Report (No older than 30 days)

Current appraisal report (if available)
17
Upload Funding ApplicationUpload your funding application
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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18
(3) Months Bank StatementsUpload bank statements and credit card statements
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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19
Other DocumentsUpload multiple documents such as 1003, credit reports, personal financial statements etc.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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