After receiving your loan pre-approval, SDC Capital requires all borrowers to submit the following core documents as part of the application process.  Please use the links below to download the required forms (we may require the submission of additional documents when applicable).


Mortgage Brokers

LOAN DOCUMENTATION CHECKLIST

  • Loan Application
  • LLC/Corp/Trust Docs (if applicable)
  • If Purchase – Purchase Contract
    If Refinance – Mortgage Statement
    If Leased – Lease Agreement
  • Stated Personal Financial Statement
  • Borrower Certification & Authorization Form
  • Escrow Contact Info
  • Insurance Information & Contact
  • Schedule of Real Estate Owned or Experience

Borrowers

LOAN DOCUMENTATION CHECKLIST

  • Loan Application
  • LLC/Corp/Trust Docs (if applicable)
  • If Purchase – Purchase Contract
    If Refinance – Mortgage Statement
    If Leased – Lease Agreement
  • Stated Personal Financial Statement
  • Borrower Certification & Authorization Form
  • Escrow Contact Info
  • Insurance Information & Contact
  • Schedule of Real Estate Owned or Experience

DOWNLOAD FORMS

Put your logo on our forms to create a seamless experience for your client. We want our process to be simple, to help you fund more deals.  

Forms for Completion (Broker)

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