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Annual Financial Update

Upload Your Forms

Once completed use our secure portal to upload your documents

Access Portal

Complete Forms

Access the forms you need to submit annually for your commercial real estate loan

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Certified Rent Roll

Income & Expense Statement

Personal Financial Statement

In addition to the forms, please remember to upload your Business Tax Returns, Personal Tax Returns and any new leases for the property.

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Commercial Real Estate Loans

Available Terms

Fixed and adjustable rate options are available


Purchase or refinance a variety of property types

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  • Garden Apartments
  • High-rise Apartments
  • Industrial
  • Mid-rise Apartments
  • Mixed Use Buildings
  • Offices
  • Retail

Meet Our Loan Officers

Samuel Tolley

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David Hoffman

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