Forms
Whether you are interested in referring deals to Commercial Lending X or are a borrower looking for financial statement forms to complete for an application, you can download all of our forms here.- CLX Client Application (Fillable PDF / Word Doc)
- CLX Loan Documentation Checklist (PDF)
- Debt Schedule (Fillable PDF / Excel Doc)
- Personal Financial Statement (Fillable PDF / Excel Doc)
- Property Operating Statement (Fillable PDF / Excel Doc)
- RE Holdings List (Fillable PDF / Excel Doc)
- Rent Roll (Fillable PDF / Excel Doc)
- Referral / Broker Agreement (Fillable PDF)
- SBA Management Resume (Fillable PDF / Word Doc)
- SBA Form 413 - Personal Financial Statement (Fillable PDF)
- SBA Form 1919 - Borrower Information Form (Fillable PDF)
- SBA Form 912 - Statement of Personal History (Fillable PDF)