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Document Submission Portal

Please upload your documents through our secure portal for us to process your application. All documents must be in PDF format other than photo ID. For us to give you the best and quickest service, please make sure that you submit all requested documentation in a timely manner. Missing documents could result in processing delays on you application. We do retain these items in your Investor Profile for future use. *Underwriting may request additional items after review. If you have any questions about these items, please contact your Funding Consultant.

Purchase Property Documents
Ratified Sales Contract
Refinance Property Documents
Mortgage Statement
Mortgage Payoff
Additional Property Documents If Applicable
Property Tax Statement
Insurance Policy
Rent Roll (If Applicable)
Rental Leases (If Applicable)
Ground Lease (If Applicable)
Renovation and Construction Loans
Budget (ROCFS Supplied)
Plans / Drawings
Borrower Information
Photo ID
Experience Record
Personal Financial Statement
Bank Statement I
Bank Statement II
Bank Statement III
Entity Documents I
Entity Documents II
Entity Documents IV
Entity Documents III

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