Providing Unlimited Possibilities
Providing Unlimited Possibilities
Use this intake to request a business-purpose funding review for non-owner-occupied real estate or investor projects. This is not a loan application and does not guarantee financing.
A capital readiness and deal-fit intake
A way to identify potential funding paths
A screening tool used before capital source outreach
Designed for investor and business-purpose requests
A consumer or owner-occupied mortgage application
A credit decision or loan approval
A guarantee of funding or terms
A request for personal or household financing
Please complete the intake as accurately and thoroughly as possible. Incomplete or inconsistent information may delay review. After submission, you may be asked to provide supporting documents such as bank statements, rent rolls, scopes of work, or entity documentation.
Before You Begin
Does this transaction involve cannabis or cannabis-related activity through the property, tenant, business activity, collateral, or intended use of funds?
Cannabis-related and cannabis-adjacent scenarios use a separate pre-screen because capital-source eligibility may differ.
For business-purpose, non-owner-occupied investment, construction, development, rental, bridge, refinance, land, multifamily, and related non-cannabis scenarios.
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