Loan Forms (Let's Get Started)

Although we would love to say YES and help you get to your end goal, we need to know a little bit more about you.  If you are a broker or making a referral please complete the BRM Loan Request Form.  If you are a borrower please complete the 1003 - Commercial Application.  Please feel free to download the forms and when you are done filling them out email them to:  info@my-brm.com or your BRM Advisor.  You can also fax them to 347-332-1180.  If you have any questions please don't hesitate to contact us.  

For Stated/Low Documentation Loan requests the following will be needed:

Properties held in personal name:

  • 1003 Commercial App
  • Rent Roll 
  • Personal Financial Statement for all Owners
  • Contract of sale
  • Operating statement
  • Copies of leases
  • Environmental questionnaire (if applicable) 
  • No tax returns ever needed 

Properties held in entity, ie.) Corp., LLP., LLC., etc..

  • 1003 Commercial App
  • Rent Roll
  • Personal Financial Statement for all Owners
  • Contract of sale
  • Operating Agreement
  • Corporation Document(s)
  • Copies of leases
  • Environmental questionnaire (if applicable) 
  • No tax returns ever needed 

For Traditional Commercial Loan requests the following will be needed:

Corporations & Partnerships

  • 1003 Commercial App
  • BRM Loan Request Form
  • Business Tax Returns - Last three fiscal years (Federal only including all schedules and K-1’s)
  • Business Tax Returns - Last three fiscal years for all business entities in which you own 25% or more
  • Commercial Property to be purchased (subject property address)
  • Contract of sale
  • Operating statement
  • Rent rolls
  • Copies of leases
  • Environmental questionnaire

Individuals (Business Owners)

  • Personal Tax Returns for each principal owner over 25% - Last three years (Federal only), including all schedules and K-1’s
  • Personal Financial Statement for all Owners
 
 

BRM Loan Request form

This is filed out by broker/referrers 

 

1003 - cOMMERCIAL APPLICATION 

Borrowers must fill this out 

 

Personal Financial Statement (PFS)

Borrowers must fill this out


 
 

RENT ROLL - INCOME & eXPENSE sTATEMENT

Borrowers must fill this out


 
 

cREDIT REPORT aUTHORIZATION fORM

Borrowers must fill this out