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Required Documents

In order to provide a pre-qualification we will need the following documents...



STEP 1: Required Documents to get LOI

  • - Business Loan Application Request[online form]

    - Rent Rolls [download]

    - As guarantor you need to pull your credit report PULL CREDIT ONLINE or [download form]

    - As guarantor you need to complete a 1003 application APPLY NOW ONLINE or [download form]

    - 2013, 2014, and 2015 Personal Tax Returns for each partner owning more than 10% of purchasing entity

    - 2014, and 2015 Business Tax Returns

    - Digital Color photos of subject property exterior

  • - Business Loan Application Request[online form]

    - Rent Rolls [download]

    - As guarantor you need to pull your credit report PULL CREDIT ONLINE or [download form]

    - As guarantor you need to complete a 1003 application APPLY NOW ONLINE or [download form]

    - 2013, 2014, and 2015 Personal Tax Returns for each partner owning more than 10% of purchasing entity

    - 2014, and 2015 Business Tax Returns

    - Digital Color photos of subject property exterior

  • - Business Loan Application Request[online form]

    - Rent Rolls [download]

    - As guarantor you need to pull your credit report PULL CREDIT ONLINE or [download form]

    - As guarantor you need to complete a 1003 application APPLY NOW ONLINE or [download form]

    - 2013, 2014, and 2015 Personal Tax Returns for each partner owning more than 10% of purchasing entity

    - 2014, and 2015 Business Tax Returns

    - Digital Color photos of subject property exterior

  • - Executive Summary [how to?]

    - Questionnaire/Response Sheet [PDF] | [WORD DOC]

    - Digital Color photos of subject property exterior & interior (as more details you can provide)

  • - Executive Summary [how to?]

    - Questionnaire/Response Sheet [PDF] | [WORD DOC]

    - Digital Color photos of subject property exterior & interior (as more details you can provide)

How it works...

1Applying: Please, complete the online application and send us the required forms, We will be able to do a pre-qualification and review the right loan program that fit your needs.

2Processing: Once our processing center receives your application, a Loan Officer will pre-screen your file based on income and credit worthiness. An Appraiser local to the area will be commissioned to review the property. The original Loan Officer assigned to your file will be your contact for any questions relating to your loan.

3Underwriting: The decision to approve or deny a loan is based upon several basic factors: employment history, credit, income, debt to income ratio's, cash savings and property appraisal. We pride ourselves in offering programs that cover almost any kind of credit history, good or slow credit included. The underwriting process typically takes 2 to 3 days. Your Loan Officer will immediately contact you once your loan is approved.

4Closing: After you have been approved, Generation Mortgage will prepare the closing documents that will be supplied to our closing agent. Closings can take place in three business days after loan approval.