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Submission Forms

  • September 24, 2024
  • Posted by admin
23 Jul

Submission Forms

Below you will find a list of some of the most common loan submission forms. Please contact us for specific instructions on which forms you will need to complete before proceeding.

Apartment

  • Personal Financial Statement (PDF)
  • Schedule of Real Estate (PDF)
  • Rent Roll (PDF)
  • Operating History (PDF)

Commercial

  • Personal Financial Statement (PDF)
  • Schedule of Real Estate (PDF)
  • Lease Summary (PDF)
  • Operating History (PDF)
  • Environmental Questionnaire (PDF)

1-4 Residential

  • 1003 Loan Application (PDF)
  • 1003 Business Loan Application (PDF)
  • IRS Form 4506-T (PDF)
  • Certification of Identity (Patriot Act Information Form) (PDF)
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Pacific Financial Group, 1 Embarcadero Center, Suite 1200, San Francisco, CA 94111
T: (415) 390-6750 | F: (888) 988-9434 | info@pacfigroup.com

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Real Estate Broker - CA Bureau of Real Estate - Cal BRE #0129501 - NMLS #328979
Pacific Bay Lending, Inc. - CA Bureau of Real Estate - Cal BRE #01874818 - NMLS #318011
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