Commercial Real Estate Investor Credit Application

Streamline Your Commercial Real Estate Financing Process

Securing financing for commercial real estate investments requires detailed documentation and a clear presentation of your investment track record. This Commercial Real Estate Investor Credit Application template helps real estate investors, property management firms, and financing institutions collect comprehensive credit information efficiently and professionally.

Built specifically for commercial real estate professionals, this template captures everything lenders need to evaluate creditworthiness: entity structure details, existing portfolio information, property management experience, financial statements, and personal/business credit references. Whether you're a seasoned investor expanding your portfolio or a financial institution processing multiple applications, this form ensures nothing falls through the cracks.

Designed for Real Estate Professionals

This template is ideal for:

• Commercial real estate investors seeking acquisition or refinancing loans
• Private lenders and hard money lenders evaluating investment opportunities
• Banks and credit unions processing commercial real estate applications
• Real estate brokers and advisors helping clients prepare financing packages
• Property management companies applying for credit on behalf of ownership entities

Seamless Integration with Your Workflow

Paperform makes it easy to embed this credit application directly on your website, share it via email, or use it as a standalone landing page. Connect submissions to your CRM, automatically route applications to underwriters via Stepper, and trigger follow-up workflows based on applicant type or loan amount.

Need signatures on loan agreements or personal guarantees? Send approved applications through Papersign for secure eSignatures, keeping your entire financing pipeline in one connected system.

With conditional logic built in, the form adapts based on entity type (LLC, corporation, partnership, or individual) and automatically calculates total portfolio value, ensuring you collect exactly the right information from each applicant. SOC 2 Type II compliance and bank-level security mean sensitive financial data stays protected throughout the application process.