Capital Submission Form

Capital Submission Form

Submit a complete capital request — debt, equity, or hybrid — with supporting documentation. This secure form is the single entry point for all TrustBridge Capital™ transactions.
Section 1: Start Your Capital Request

Provide your contact information and basic deal details. This is the first step in your secure capital submission.
Your Role*
Are you a registered Broker?*
Full Legal Name*
Email Address*
Phone Number*
How did you hear about us?*
Tell us how you found TrustBridge Capital™.
Working With a Loan Officer*
Select “Yes” if you’ve been in contact with a Loan Officer.
Loan Officer Name*
Enter the full name of your Loan Officer (if applicable).
Choose your product
Purpose of Loan*

Section 2: Borrower & Entity Information

Provide details about the borrowing entity and guarantors for this capital request.
Entity Type*
Select the legal structure of your borrowing entity.
Legal Entity Name*
Enter the full legal name as registered with your state.
EIN / Tax ID
Enter the entity’s tax identification number.
State of Formation
Enter the entity’s state of formation.
Number of Guarantors*
Select the number of guarantors for this request.
Primary Guarantor

Provide full details for the primary guarantor or sponsor.
Full Legal Name*
Email Address*
Phone Number*
Estimated Credit Score (FICO)*
Verified Liquidity (USD)*
Verified cash or cash-equivalent assets.
Estimated Net Worth (USD)*
Experience Note: Include only projects from the last 36 months where you were the primary guarantor or sponsor. Roles such as contractor, PM, or consultant do not qualify.
Projects Completed (Past 36 Months)*
Rental Holdings*
Total rental properties currently owned.
Experience Summary*
Additional Guarantor #1

Provide details for any additional guarantors associated with this request.
Full Legal Name
Email Address
Phone Number
Estimated Credit Score (FICO)
Verified Liquidity (USD)
List cash or cash-equivalent assets verified.
Estimated Net Worth (USD)
Projects completed in Last 36 Months
Additional Guarantor #2

Provide details for any additional guarantors associated with this request.
Full Legal Name
Email Address
Phone Number
Estimated Credit Score (FICO)
Verified Liquidity (USD)
List cash or cash-equivalent assets verified.
Estimated Net Worth (USD)
Projects Completed (Past 36 Months)
Additional Guarantor #3

Provide details for any additional guarantors associated with this request.
Full Legal Name
Email Address
Phone Number
Enter the guarantor’s best direct number.
Estimated Credit Score (FICO)
Verified Liquidity (USD)
List cash or cash-equivalent assets verified.
Estimated Net Worth (USD)
Projects Completed (Past 36 Months)

Section 3: Property & Deal Summary

Provide property details, requested loan amount, and target closing timeline.
Subject Property Address*

Street Address

Street Address Line 2

CityState

Zip Code
Property Type*
Select the property’s classification.
Unit Count*
Enter total number of units.
Year Built*
Enter the original year built (estimate if unknown).
Requested Loan Amount*
Enter total capital requested for this transaction.
Target Close Date*

MonthDayYear
Exit Strategy*
Select the planned exit (sale, refinance, hold, etc.).
Valuation & Liens
As-Is Value (USD)*
Enter current market value based on recent appraisal or estimate.
Purchase Price (USD)
Enter the purchase price if acquiring property.
Purchase Date

MonthDayYear
Current Loan Balance (USD)
Enter total outstanding principal if refinancing.
Total Junior Liens (USD)
Enter any second or subordinate liens.
Broker Points Requested
Enter total broker compensation in points.
Sponsor Cash Available (USD)*
Enter total cash the sponsor has available for closing.

Section 4. Product Details — EasyFlip™ (Fix & Flip)

Enter property-specific numbers for this capital request
Scope of Work Summary*
Provide a brief overview of renovations or improvements.
Purchase Price (USD)
Enter the contract purchase price.
Purchase Date (If Refinance)

MonthDayYear
Rehab / Construction Budget (USD)
List the full rehab or construction cost.
After-Repair Value (ARV)
Projected value after renovations are complete.
General Contractor Name
Enter the name of your GC or builder.
Licensed GC?
Yes/No if your GC is licensed.
Permit Status
Select current permit stage (Not Applied, Pending, Approved, N/A)
Project Timeline
Estimated total project duration.
Estimated Draw Count
Approximate number of construction draws requested.
Uploads

Please upload any of the below documentation that you may have
Purchase Contract (PSA)

Upload the executed purchase and sale agreement.
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Detailed Scope & Budget

Attach your full rehab or construction budget.
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Photos

Upload interior and exterior property images.
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Valuation (Comps/BPO/Appraisal)

Upload any supporting valuation documents.
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Section 4. Product Details — BuildSmart™ (Ground-Up Construction)

Enter project-specific details for this Ground-Up Construction request.
Scope of Work Summary*
Provide a brief overview of the project and improvements.
Land & Entitlements
Land Status
Select current land status (Owned, Under Contract, LOI, etc.).
Land Cost / Current Value (USD)
Enter either acquisition cost or appraised land value.
Existing Liens on Land (USD)
Enter total existing liens secured by the land.
Permit Status
Select current permit stage (Not Applied, Pending, Approved).
Plans / Construction Docs Ready?
General Contractor Name
Enter your GC’s name or company.
GC Contract Executed?
Select Yes/No if GC contract has been signed.
Budget & Reserves
Hard Costs (USD)
Enter estimated construction hard costs.
Soft Costs (USD)
Enter estimated soft costs (architectural, permits, fees, etc.).
Contingency Budget (%)
Enter contingency allocation as a percentage.
Interest reserve (Months)
Enter number of months of interest reserve requested.
Developer Fee (if applicable)
Enter total projected developer fee if included.
Schedule & Draws
As-Completed Value (USD)
Enter the current market value of the property as it stands today.
Project Duration (Months)
Estimated months from start to completion.
Estimated Draw Count
Approximate number of construction draws requested.
Uploads

Please upload any of the below documentation that you may have
GC Bid / Schedule of Values

Upload contractor bid or detailed cost breakdown.
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Plans / Construction Documents

Upload architectural and engineering drawings.
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Permit Documents

Upload approvals or permits received.
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Construction Budget

Upload full, itemized budget.
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Survey

Attach the most recent property survey.
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Project Schedule (Gantt, if any)

Upload full project schedule or construction timeline.
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Section 4. Product Details — RentFlow™ (DSCR)

Enter property-specific numbers to size your loan. Fields adjust automatically by product type.
Scope of Work Summary*
Briefly describe property condition, planned or completed improvements (if any), or other key details.
Property & Rental Details
Property Type
Select property type (SFR, 2–4 Units, 5+ Units, Condo, etc.).
Rental Strategy
Select whether the property is used as a long-term or short-term rental.
Occupancy Status
Select current occupancy (Vacant, Tenant-Occupied, Owner-Occupied, etc.).
Monthly Rent (Gross)
Enter total monthly rent collected (before expenses).
Other Monthly Income
Include parking, laundry, or other ancillary income.
Vacancy Assumption (%)
Enter your assumed vacancy factor (if unknown, leave blank).
Annual Taxes (USD)
Enter current annual property tax amount.
Annual Insurance
Enter annual insurance premium.
Annual HOA
Enter annual homeowners’ association dues (if any).
Management Fee
Enter annual property management expense.
Monthly Maintenance / Repairs
Enter estimated or historical monthly repairs & maintenance.
Monthly Utilities Paid by owner
Enter monthly utilities covered by the owner.
Loan Sizing Inputs
As-Is Value
Enter the property’s current appraised or market value.
Requested Loan Amount
Enter desired loan amount.
Rate Estimate (%)
If known, enter your expected interest rate.
Amortization Type
Select amortization type (30-Year Fixed, IO, etc.).
Loan Term
Select desired loan term.
Pre-Payment Penalty
Select type of prepayment penalty (Yield Maintenance, Step-Down, None, etc.).
Uploads

Please upload any of the below documentation that you may have
Current Leases

Upload all signed leases.
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Insurance Declarations Page

Upload property insurance declaration.
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Mortgage Statement (if applicable)

Upload latest mortgage statement for refinances.
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Property Tax Bill

Upload the most recent property tax bill.
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3 Months Bank Statements

Upload 3 most recent bank statements.
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Appraisal (if available)

Upload appraisal or valuation if available.
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Section 4. Product Details — QuickBridge™ (Stabilized)

Enter property-specific details for this short-term bridge request.
Scope of Work Summary*
Briefly describe the property, current condition, and purpose of the bridge loan.
Occupancy (%)
Enter current occupancy percentage.
NOI Annual
Enter the property’s annual Net Operating Income.
Gross Monthly Rent
Enter total gross monthly rent collected.
Annual Taxes
Enter annual property tax expense.
Annual Insurance
Enter annual insurance premium.
As-Is Value
Enter current appraised or market value.
Existing Debt
Enter current outstanding loan balance, if any.
TI/LC Budget (if applicable)
Enter tenant improvement and leasing commission budget if included.
Requested Loan Amount
Enter desired loan request amount.
Uploads

Please upload any of the below documentation that you may have
Rent Roll

Upload a current, detailed rent roll.
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T-12 / Financials

Upload trailing 12-month income & expense statement.
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Section 4. Product Details — BlendBridge™ (Multifamily, 5+ Units+)

Enter property-specific details for this multifamily bridge loan request.
Scope of Work Summary*
Briefly describe the property, value-add strategy, and use of funds.
Property & Unit Details
Total Units
Enter the total number of residential units.
Occupancy (%)
Enter current occupancy percentage.
Unit Mix (Type / Count / Avg Rent)*
Financials
Gross Monthly Rents
Enter total scheduled monthly rent.
Other Monthly Income
Include parking, laundry, storage, or other ancillary income
Annual Taxes
Enter annual property tax expense.
Annual Insurance
Enter annual insurance premium.
Annual Utilities
Enter annual utility expenses (if owner-paid).
Repairs & Maintenance (Annual)
Enter total annual repairs and maintenance costs.
Contract Services (Annual)
Enter annual cost for landscaping, pest control, cleaning, etc.
Payroll (Annual)
Enter annual payroll for onsite staff (if any).
Admin/Marketing (Annual)
Enter annual admin and marketing costs.
Management Fee (%)
Enter management fee as a percentage of gross revenue.
Value-Add CapEx (if any)
Enter total planned capital improvements.
As-Is Value
Enter current appraised or market value.
Requested Loan Amount (USD)
Enter desired loan amount.
Uploads

Please upload any of the below documentation that you may have
Rent Roll

Upload a current, detailed rent roll.
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T-12 / Financials

Upload trailing 12-month income & expense statement.
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CapEx Budget (if any)

Upload a detailed capital expenditure plan if available.
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Section 4. Product Details — ProComm™ (Commercial & Mixed-Use Bridge)

Enter property-specific details for this commercial or mixed-use bridge request.
Scope of Work Summary*
Briefly describe the property, current use, and purpose of the requested loan.
Asset Type
Select property type (Retail, Office, Industrial, Mixed-Use, Specialty, etc.).
GLA (Sq Ft)
Enter total rentable square footage.
Occupancy (%)
Enter current occupancy percentage.
Weighted Average Lease Term (Years)
Enter weighted average lease term in years.
Top Tenants & Lease Expirations
List top tenants, SF leased, and lease expiration dates.
Lease Type
Select lease structure (NNN, Modified Gross, Full Service, etc.).
Financial & Risk
TI/LC Budget
Enter tenant improvement and leasing commission budget.
Environmental Status
Select Phase I/II status (Clean, Pending, Open Issues).
NOI (Annual)
Enter property’s annual Net Operating Income.
As-Is Value (USD)
Enter current appraised or market value.
Requested Loan Amount (USD)
Enter total requested loan amount.
Uploads

Please upload any of the below documentation that you may have
Rent Roll

Upload a detailed current rent roll.
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T-12 / Financials

Upload trailing 12-month income and expense statement.
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Major Leases (PDF)

Upload executed leases for major tenants.
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Phase I / Environmental

Upload Phase I or II environmental reports.
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Section 4. Product Details — CapitalConnect™ (Debt + Equity)

Enter deal details for a combined debt and equity request. This section is for complex capital stacks, JV equity, and structured finance deals.
Scope of Work Summary*
Briefly describe the project, strategy, and funding needs.
Total Project Cost (USD)
Enter the total capitalization required for the entire project.
Debt Requested (USD)
Enter the amount of debt financing you are seeking.
Debt Requested (%)
Debt request as a percentage of total project cost.
Equity Requested (USD)
Enter the equity request as a percentage of total project cost.
Equity Requested (%)
Equity request as a percentage of total project cost.
Capital Stack Structure
Select the overall structure: Senior + Pref, Stretch Senior, Bridge + Equity, etc.
Capital Stack Notes (if Other)
Explain if “Other” was selected.
Equity Type
Select LP, Co-GP, JV, Preferred Equity, Common Equity, etc.
Equity Notes (if Other)
Explain if “Other” was selected.
Sponsor & Structure
Sponsor Cash Contribution (GP Equity)
GP cash commitment to the deal.
Waterfall Summary (Pref/Catch-Up/Promote)
Summarize hurdles, splits, and promote structure.
Hold Period (Years)
Expected investment hold period.
Target Project IRR (%)
Project-level IRR goal.
Target Equity IRR (%)
Equity-level IRR goal.
Guaranty Profile
Completion • Recourse • Non-Recourse w/ Bad Boy • Other
Guaranty Notes (if Other)
Explain if “Other” was selected.
Uploads

Please upload any of the below documentation that you may have
Offering Memorandum (OM)

Upload full investment offering memo.
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Financial Model / Proforma (XLSX)

Upload detailed Excel model.
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Investor Deck / Pitch Deck (PDF)

Upload presentation deck for investors.
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Site Plan / Elevations

Upload renderings or architectural plans.
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Sources & Uses Table

Upload detailed sources & uses breakdown.
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Section 5: Upload Supporting Documents

Submit key documents to support your request. Upload clear, legible, and labeled files.
Experience Track Record

Upload a completed track record template showing prior projects.
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Entity Docs

Articles of Incorporation/Organization, Operating Agreement, EIN Letter, Certificate of Good Standing.
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Primary ID (Driver’s License/Passport)

Government-issued ID for each guarantor.
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3 Months Bank Statements or other form of liquidity

Upload recent bank statements or other proof of liquidity.
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Rent Roll (if applicable)

Current rent schedule for the property.
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T-12 / P&L (if applicable)

Trailing 12-month income statement or profit & loss statement.
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Appraisal/Valuation (if applicable)

Most recent appraisal, BPO, or valuation.
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Detailed Budget / Scope (if applicable)

Renovation or construction budget, including scope of work.
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Purchase Contract / PSA (if applicable)

Executed purchase and sale agreement or contract.
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Mortgage Statement (if applicable)

Latest mortgage statement for refinance deals.
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Section 6: Signature & Attestation

Review your entire submission carefully. Your signature confirms all information is complete and accurate to the best of your knowledge.
Date Signed*
Should be Empty:

Capital Submission Form

Section 1: Start Your Capital Request

Section 2: Borrower & Entity Information

Primary Guarantor

Additional Guarantor #1

Additional Guarantor #2

Additional Guarantor #3

Section 3: Property & Deal Summary

Valuation & Liens

Section 4. Product Details — EasyFlip™ (Fix & Flip)

Uploads

Section 4. Product Details — BuildSmart™ (Ground-Up Construction)

Land & Entitlements

Budget & Reserves

Schedule & Draws

Uploads

Section 4. Product Details — RentFlow™ (DSCR)

Property & Rental Details

Loan Sizing Inputs

Uploads

Section 4. Product Details — QuickBridge™ (Stabilized)

Uploads

Section 4. Product Details — BlendBridge™ (Multifamily, 5+ Units+)

Property & Unit Details

Financials

Uploads

Section 4. Product Details — ProComm™ (Commercial & Mixed-Use Bridge)

Financial & Risk

Uploads

Section 4. Product Details — CapitalConnect™ (Debt + Equity)

Sponsor & Structure

Uploads

Section 5: Upload Supporting Documents

Section 6: Signature & Attestation