Required documents
Pro Forma
required
Bank Statement
required
Purchase Contract
required
Personal Financial Statement
required
Title Commitment
required
2 candidate files in folder but neither classified as title
Insurance Policy
required
Optional documents
Property Condition Report
optional
Borrower Authorization
optional
Entity Formation Documents
optional
Lease (per tenant)
optional
Other documents in folder
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Loan Docs (closing package)
UCC · Note · Guaranty · Estoppel · SNDA · etc.
20
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CC&Rs (recorded covenants)
10 county-recorded PDFs + 1 summary
11
▸
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Commitment Letters
9 versions · revisions across 4 weeks
9
▸
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Site Photos
iPhone HEIC · taken 2026-04-01
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+24
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3rd Party Reports
CoStar · Crexi (V2: auto-fetched)
2
▸
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Loan Summary & Output Artifacts
Final loan summary · PPTX overview
2
▸
✉
Emails
Intake email — Brad Cohen referral
1
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