Resources
Approved Broker Resources
The following items are for your benefit in originating and packaging commercial loans to Excelsion Mortgage. The Wholesale Rate Sheet is updated weekly on both the web site and as a .pdf. Please be sure to check the date of the sheet.
Documents:
Ultimate Commercial Loan Questionnaire.doc - Get all the information you need to describe a deal.
Excelsion Loan Submission Documentation.pdf - Comprehensive list of information needed based upon the type of loan you are submitting.
Executive Summary Template.doc - Use this to submit professionally organized packages.
Excelsion Environmental Questionnaire.pdf - Use this only when you have a signed LOI.
Software:
Owner-User Prequalification Worksheet.xls - Figure out how much cash flow you really have to service the debt on an owner-user transaction.
Apartment Underwriting, Short Form.xls - Find out quickly if your apartment deal will debt service.
Commercial Underwriting, Short Form.xls - Find out quickly if your commercial deal will debt service.
Commercial Loan Application.xls - This is a great spreadsheet for organizing all of the information necessary to submit a commercial loan for approval.
As we grow we will add more tools for your use in originating and profiting from commercial loans. Call us if you need help with any of these tools or your loan scenarios. 888-578-5441.
