What you'll need before you start
For Healthcare financing — required items get your deal to lenders; helpful items speed up closing once you're matched.
About You
Required for a preliminary match
- Personal Financial Statement (PFS)
- Personal Tax Returns (3 yr)
- Schedule of Real Estate Owned (SREO)
- Credit Authorization
- Government ID
Business Entity
Required for a preliminary match
- Business Tax Returns (3 yr)
- Entity Docs (Articles/Operating Agreement/EIN)
Financials & Deal Detail
Required for a preliminary match
Nothing here needs to be perfect on day one — upload what you have and add the rest from your deal room. Want a copy to work from offline? Use your browser's print/save-as-PDF (Ctrl/Cmd+P) — this page is formatted to print cleanly.