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Loan Submission - Stated Income Stated Asset Program1. Click here to download our Commercial Mortgage Loan Request Form 2. Click here to download our Commercial Mortgage Submission Package ATTN NEW BROKERS: if this is your first loan submittal with North Penn Financial please call with your scenario before you start assembling your loan package. 3. FULLY complete a 1003 on the borrower. Unless the borrower and co-borrower are married, we will need a separate 1003 for each borrower. Please state ALL income, assets, real estate owned and liabilities. It is very important that the 1003 is filled out completely, accurately, and is legible. 4. A Tri-merge credit report is needed for each borrower. The reports must be no more than 30 days old. 5. A current Rent Roll and income/expense statement, for at least the past 12 months, is needed for the subject property. 6. Digital Photos of the subject property, including interior and exterior, front and or side, rear, parking and street scenes. 7. Fax the above information to (215) 361-3009. Or attach the forms to an email and send it to Apps@northpennfinancial.com 8. Calyx Point or Encompass Ellie Mae Users may email their Data File to Apps@northpennfinancial.com 9. During and after the Pre-Approval process, additional information and/or documentation may be requested.
Loan Submission - Full Doc Program1. Click here to download our Commercial Mortgage Loan Request Form 2. Click here to download our Commercial Mortgage Submission Package ATTN NEW BROKERS: if this is your first loan submittal with North Penn Financial please call with your scenario before you start assembling your loan package. 3. FULLY complete a 1003 on the borrower. Unless the borrower and co-borrower are married, we will need a separate 1003 for each borrower. Please state ALL income, assets, real estate owned and liabilities. It is very important that the 1003 is filled out completely, accurately, and is legible. 4. A Tri-merge credit report is needed for each borrower. The reports must be no more than 30 days old. 5. A current Rent Roll and income/expense statement, for at least the past 12 months, is needed for the subject property. 6. Digital Photos of the subject property, including interior and exterior, front and or side, rear, parking and street scenes. 7. Get two - three years of business and personal tax returns for each borrower. 8. Complete our Loan Supplement Form 9. Fax the above information to (215) 361-3009. Or attach the forms to an email and send it to Apps@northpennfinancial.com 10. Calyx point ir Encompass Ellie Mae Users may email their Data File to Apps@northpennfinancial.com 11. During and after the Pre-Approval process, additional information and/or documentation may be requested.
Miscellaneous Forms1. 1003 2. Rent Roll 3. Full Documentation Loan Supplement For general questions, or pricing call us at (215) 361-6900, or email us at info@northpennfinancial.com
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North Penn Financial 707 Bethlehem Pike
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