Funding Portal

Phase one of funding is completed entirely online. Sign the three documents below, then gather the supporting items on the borrower checklist.

IPre-Loan Application10–15 minutesLoan terms, subject property, borrowing entity, guarantors and exit strategy. The core of your file.Begin →IIZero Tolerance Loan Fraud Policy3 minutesRead and acknowledge our fraud policy. Required from the borrowing entity and every guarantor.Begin →IIIClient Broker Fee Agreement5 minutesEngages Ammag Realty Group to place your loan and sets the fee payable at closing on the HUD.Begin →

Borrower Needs List

What to have ready

Everything below is required to move from application to term sheet. Email documents to principal_concierge@ammagrealtygroup.info or send them to your principal directly.

Application Documents

Pre-Loan Application — complete online above
Zero Tolerance Fraud Policy — complete online above
Client Broker Fee Agreement — complete online above
Schedule of Real Estate Owned
Schedule of Real Estate Sold

Entity Documents

Articles of Organization / Incorporation
IRS EIN Letter
Operating Agreement or Bylaws

Guarantors on the Loan

All guarantors — government-issued ID
All guarantors — Social Security card or ITIN letter (signed)
Most recent 1040 personal tax returns, pages 1 & 2 (signed)

Contracts

Purchase & Sales Agreement
Earnest money deposit (if applicable)

Bank Information

Bank statements — 2 full months, all pages
Investment / retirement statements (if applicable) — 2 full months
ACH form and voided check

Insurance

Hazard insurance binder for subject property
Flood insurance binder (if applicable)

Title

Preliminary title report — provide contact info and we order it
Property survey (if applicable)

Rehab (if applicable)

Contractor bid, license and insurance — required before the appraisal is ordered
Draw schedule

Questions on your file?

Call (872) 276-2320 or email principal_concierge@ammagrealtygroup.info. A principal — not a call center — answers.

For the AI Principal Concierge, call (872) 867-3895.