Submitting documents is optional but will assist us in evaluating the best financing options for you. Some of the below documents may not be required for your loan but you will not be penalized for submitting more information that is necessary. You may submit documents to Support@LoftyUSA.com .
BUSINESS LOANS, Recommended Documents (signed and dated if possible).
-Last 2-Years Personal and Business Tax Returns
-Year-to-Date Business Profit & Loss (Income Statement)
-Year-to-Date Business Balance Sheet
-Current Business Debt Schedule
-Last 3 Months Business Bank Statements
-Clear Copy of Your Drivers License
-Entity Documents (i.e. operating agreement, bylaws, etc)
REAL ESTATE LOANS, Recommended Documents (signed and dated if possible).
-Personal Financial Statement or 1003
-Property Rent Roll or Lease Summary
-Historical Operating Statement
-Purchase Contract (if a purchase)
-Recent Mortgage Statement (if a refinance)
-Existing Appraisal Report