Complete Borrower Package
Every origination form in one fillable PDF. Fill or download.
34 pages · 2.1 MB · Fillable PDF
Library · Direct lender
Origination documents. Fill or download.
Fillable CR Equity AI origination forms. Complete them in the browser, save a filled copy, or download a blank PDF. No account required.
Complete package
Individual forms
Loan Application
Borrower, entity, and loan request details.
183 KB · Fillable PDF
Borrower Experience History
Track record on prior projects and completed loans.
377 KB · Fillable PDF
Personal Financial Statement & SREO
Guarantor statement and schedule of real estate owned.
346 KB · Fillable PDF
Credit Authorization
Authorization to pull credit for the borrower and guarantors.
68 KB · Fillable PDF
Business Purpose Certification
Confirms the loan is for a business purpose, not consumer use.
57 KB · Fillable PDF
ACH Authorization
Bank account authorization for origination and servicing draws.
54 KB · Fillable PDF
Transaction Assumptions
Sources, uses, and underwriting assumptions for the deal.
82 KB · Fillable PDF
Rehab & Construction Budget
Line-item rehab or construction budget for the collateral.
538 KB · Fillable PDF
Draw Request & Schedule
Draw schedule and request form for construction or rehab loans.
247 KB · Fillable PDF
Contractor Information Sheet
General contractor details, license, and insurance.
118 KB · Fillable PDF
FAQ
Library questions
Fill in the browser, save a PDF, or download a blank copy. No account required.
Yes. Open any form, click a field, and type. Save a filled PDF to your device when you are done.
No. Signing in is not required. We ask for your name, email, phone, and how you heard about us once before the first save, print, or download on this device.
Not from the public library. Sign in to the borrower or admin portal if you need to sign a form or send it for signature.