Commercial Mortgages on Your Terms.... - Contact Us
Company Name - COMMERCIAL MORTGAGE, SBA AND BUSINESS LOANS
Contact Us

Please view our document checklist for printable forms to complete and email your request to:

apiccone@picconefinancial.com


Please fill out the form below to be added to request more information.
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Are you or have you applied for a Commercial mortgage, SBA or Business loan?

Commercial, Business and SBA loans are much more intensive from a documentation standpoint, however the list below is enough to get us started.  I will send you a more detailed list as we proceed.

All Borrowers with greater then 10% ownership.....

- A completed and signed Personal Financial Statement (click to download)
- 3 years W-2's for all borrowers  (last 2 years, all jobs, if applicable)
- 3 years Personal Tax returns and Business Returns (if self employed) - Federal only with all schedules, tax return notes and K-1's.  This is especially important if you itemize deductions, own your own business or have rental property income.
- A year to date Profit and Loss Statement and Balance Sheet (unaudited, Quickbooks is fine)
- Rent Roll and copies of all lease agreements (click to download)
- The most recent 2 months bank or asset statements - all pages (yes all of them)
- Copies of your 90 day Accounts Receivable aging reports (if applicable)
- Fully executed agreement of sale by all parties (if this is a purchase transaction)
- Realtor contact information (extremely important if this is a purchase transaction)
- Your most recent mortgage statements from all mortgage companies (incl. Home Equity)
- Your most recent property tax bill from all properties
- Cash flow statement (click to download)
- Copy of your filed and stamped Deed or Deed of Trust
- Copy of Drivers License, Permanent Resident ID Card
- Your most recent property and liability Insurance Declaration page and your agents contact info.
- Property Description or recent Multiple listing, Pictures are great.
- One Page Executive Summary, describe your business, products and services, expansion or start up plans,revenue streams, profit margins etc.

REAL ESTATE AND BUSINESS SERVICE PROVIDERS WE RECOMMEND:

These Professionals come with my personal recommendation, please tell them I referred you.

Residential Real Estate Agents:

Mr. Lou Visco,                     Pat Mckenna Realty
Ms. Alisa D'Ambrosia,       Prudential Fox and Roach


Commercial Real Estate Agents:

Mr. Leor Hemo,                 Rose Commercial
Mr. Sid Benstead,             Prudential Fox and Roach
Mr. Val Nunnenkmp,         Prudential Fox and Roach
Mr. Bryant Lafferty,          Re/Max

Legal Services

Mr. Seth Broder,                Real Estate Attorney
Mr. Thomas Begley Jr.,    Begley Law Group  Elderly Law
Mr. Steven Garber,           General Practice and Real Estate Law
Mr. Mike Mattioni            Real Estate and Finance Attorney

Financial Services - Portfolio, Estate Planning, Group Health

Mr. Frank Galzarano,       Brandywine Benefits
Mr. Paul Genoese,           Brandywine Benefits
Mr. Christopher Masso, Masso Torrence Wealth Advisors
Mr. John Torrence,          Masso Torrence Wealth Advisors