Commercial & Hospitality Loans:
Purchase Money & Refinance
The Application Process

Call 888-529-6632 to discuss or send email inquiries to

  • All data gathered is protected confidential Attorney-Client work product.
  • We carefully review all documentation, work with you, before submitting anything.

It makes good common sense to reevaluate your debt structure / terms / pricing in the context of how your business is performing from a cash flow and other relevant perspectives.


Read below for a list of needed financials that can be simply uploaded on our encrypted server. Collect the electronic documents together then drag and drop them in the form below.

How may we fulfill your LOAN NEEDS
We advance your need for a new or refinance commercial loan by gathering needed data that is professionally refined to present to lender candidates. Our task is to fulfill your loan requirements. We are highly communicative, prompt & precise.
ALL information is received securely and maintained as confidential attorney-client communications.
START by emailing me: 1/ Promissory Note/s – ALL LOANS w/contact information; 2/ Mortgage Statements/s – ALL LOANS w/Lender contact information, 3/ 2017+2018+2019 – Balance Sheets + Profit & Loss Statements, 4/ 2020 Year-to-Date Balance Sheet & Profit & Loss Statement, 5/ 2017-2018-2019 Tax Returns for Business Entity (INC LLC) Borrower, 6/ any recent APPRAISAL, 7/ From EACH 20%+ owners Personal Financial Statement (currently dated), & 8/ 2017-2018-2019 – Personal Tax Returns
Click or drag files to this area to upload. You can upload up to 10 files.


  • Promissory Note/s – ALL LOANS w/contact information
  • Mortgage Statements/s – ALL LOANS w/Lender contact information
  • Please complete / submit this INTAKE FORM.


  • Commercial Real Estate Loan APPLICATION
  • 2017+2018+2019 – Balance Sheets
  • 2017+2018+2019 – Profit & Loss Statements
  • 2020 Year-to-Date Balance Sheet
  • 2020 Year-to-Date Profit & Loss Statement
  • 2017-2018-2019 Tax Returns for Business Borrower
  • Any recent APPRAISAL
  • From EACH 20%+ owners
    • Personal Financial Statement (dated within 30 days of submittal) PFS SBA Form 413
    • 2017-2018-2019 – Personal Tax Returns (ALL PAGES)

*HOTEL OWNERS please includeADR Report (Average Daily Rate per Room)

At NO initial cost to you, we will review the information / documentation you provide resulting in our written findings, thoughts, and strategies. Thereafter, our business relationship will be formalized with a representation agreement that will launch us into submitting and negotiating your debt restructure. Our compensation is contingent upon finding you the right / acceptable financing!

Click on these links for more details:

Interactive Forms

** These forms originate from WFB for information gathering purposes only.
** WFB may or may not be a lender to which request will be made.

** Commercial Property Loan Calculator

**NOTE: Currently we work with certain properties and loan amounts only. If we can’t help, we will refer.