Below you will find forms you will need when you submit your application. Click on each form to download and print. You will need Adobe Acrobat Reader to view and print the forms. Don't have Acrobat Reader? Get it now - its free!   

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Commercial Lending Forms

Commercial Loan Full Application
Applicant's Information Sheet
Management Resume(s) - Complete for all individuals owning more than 20% of the company stock
Personal Financial Statements(s) - Complete for all stockholders owning more than 20% of the company's stock
Business History/Plan - in addition to form please include any brochures, advertising material  
Credit Check Authorization - Complete for all individuals who have a financial statement
Rent Roll - Complete for multi-tenant commercial, retail  or multi-family income properties
Commercial Loan Checklist


SBA Forms

Complete SBA Application 
SBA Personal History - Complete for all individuals owning stock in the company.
Projected Operating Statement - Include assumptions for projections.
Business Debt Schedule - Must be dated the same date as the Interim Balance Sheet and show all liabilities.
Aging of Accounts Receivables and Payables - This report must be dated the same date as the Interim Balance Sheet.
IRS Form 4506 - Request for Copy or Transcript of Tax Form - Each stockholder must submit a signed copy of this form.  

Leasing Forms


                      
         
   

     
 
Capital Mortgage Group | 136 Bufflehead Road | MOORESVILLE, NC  28117
Ph: (704) 664-3611 | Fax: (704) 664-9892
Capital Mortgage Group