loan application packet sample

5 Replies

Dear BP, 

A "loan application packet" has been mentioned over and over in the podcasts and blog posts. I am wondering if someone is kind enough to PM me a link to a sample loan application packet. I am working on my 1st commercial loan to acquire a multiunit. I have a few rentals under personal loan, perfect credit and verifiable income. I just want to make the loan application professional looking, hopefully better than putting all the documents together. Please help and share :)

bump... can anyone share... I believe sharing is the spirit of this forum

@Brandon Turner , I heard you mentioning this loan packet a couple times in the podcasts. Apologies for pinging you if it's not an good question/request. The closest thing I can find in this site is a hard money packet, which doesn't serve mypurpose.

you can google for it. @Harry Zhou  search loan application 1003. 

Thank for chip in @Account Closed , but I don't think that's what I am looking for.

I would contact the bank and ask them if they had anythng or have them tell you what all they like to see.

@Harry Zhou the bank will typically have a list of their requirements as part of their application process?  They will want to see two years of your tax returns, any related k-1"s, a personal financial statement (usually their form), 2-3 most recent pay stubs, 2-3 months of bank/investment statements, copy of purchase contract if applicable, copies of leases. I have typically scanned and emailed this info to my lender with attachments clearly labeled. Any requested flow-up information is delivered promptly. Best of luck.


Free eBook from BiggerPockets!

Ultimate Beginner's Guide Book Cover

Join BiggerPockets and get The Ultimate Beginner's Guide to Real Estate Investing for FREE - read by more than 100,000 people - AND get exclusive real estate investing tips, tricks and techniques delivered straight to your inbox twice weekly!

  • Actionable advice for getting started,
  • Discover the 10 Most Lucrative Real Estate Niches,
  • Learn how to get started with or without money,
  • Explore Real-Life Strategies for Building Wealth,
  • And a LOT more.

Lock We hate spam just as much as you

Join the Largest Real Estate Investing Community

Basic membership is free, forever.