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SHB 1003 Loan Application


If you are applying for an investment property loan, you may download the forms below to complete and return to us for submission to underwriting.

A Broker Fee Agreement will be given to you for signature after preliminary documents are received.

OPREA Deal Summary Form 

OPREA Deal Checklist

Business Purpose Letter Instructions - 1 to 4 Unit Residential Investment

Business Purpose Letter Instructions - Commercial Property

Credit Card Charge Authorization for Real Property Appraisal

Commercial Rent Roll Form 

Commercial Property Income/Expense Form (2 yrs + YTD) 

Entity Documents Checklist (if titling in name of an entity)

Sample ACORD Certificate of

Sample ACORD Certificate of Property Insurance

Sample EIN letter.jpg

Sample EIN Letter (for business tax ID)

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