Residential and Commercial Loan Intake

A smarter first step for the best loan that you actually need.

Share the essentials once, then let the intake adjust around the loan purpose, property type, occupancy, and experience profile. Your asset manager receives a focused scenario for review in order to give you the best possible outcome.

Start Application Open Secure Portal

Scenario-driven intake Questions adapt around residential, commercial, investor, bridge, construction, purchase, and refinance paths.

Asset manager review Your request is organized for the person guiding the loan approval process to ensure the possible outcome.

Secure information handling Documents and sensitive borrower information are handled securely with encryption.

Contact

Who should the loan team contact about this request?

Required

Full name Company or employer

Email Phone

Asset Manager (You are working with to obtain loan approval)

Borrower Background

Basic borrower and experience details for the initial loan review.

Profile

Borrower name as individual Estimated credit score

Will title be in an entity name? Borrower entity name

Citizenship EAD Type, If applicable

Foreclosures in the last 5 years Bankruptcies in the last 3 years

Will any applicant occupy this property as a primary residence?

Property Category

Select the property category first. Purchase, refinance, occupancy, and DSCR questions follow from there.

Dynamic

Property category Timing

Property

Search for the property address or switch to manual entry if the match is not available.

Lookup

Property address lookup

Street address City

State ZIP

County

Scenario notes

Residential Financing

Residential 1-4 unit requests are guided by purchase, refinance, occupancy, investment, and DSCR considerations so the review starts with the right context.

Commercial Solutions

Commercial and 5+ multifamily scenarios capture property type, loan purpose, value, income profile, and sponsor experience for a more complete first review.

Project Capital

Bridge, rehab, fix-and-flip, and construction requests collect project stage, ARV, budget, scope, and recent experience to help match the right lending path.