Commercial Capital Partners
Client Resources
Download the forms you need to get started. Complete and return them to your advisor at fguzman@commercialcapitalpartner.com
Forms & Documents
SBA Personal Financial Statement
Official SBA form for summarizing personal financials. Required for all SBA 7(a) and 504 loan applications.
Personal Financial Statement
Summarizes personal assets, liabilities, and net worth. Required for all loan applications.
Business Debt Schedule
Lists all current business debts, terms, monthly payments, and outstanding balances.
Business Questionnaire
General business information form required at the start of every loan application.
Management Resume Form
Background and experience summary for principals and key management. Required for SBA.
Schedule of Real Estate
Complete list of all real estate owned by principals, including values, mortgages, and equity.
Property Operating Statement
Income and expense summary for investment or owner-occupied commercial properties.
Rent Roll — Commercial
Current tenant roster with lease terms, rent amounts, and occupancy details for the subject property.
CRE Loan Finance Guide
Overview of commercial real estate loan programs, requirements, and the application process.
Not sure which forms apply to your transaction? Contact us and we will walk you through exactly what is needed.
