Borrower Resources

Welcome to the Borrower Resources page at Town Square Financial! This page is your gateway to essential support as you navigate your loan application. Here, you can easily contact us or schedule a meeting to discuss your needs. Additionally, you’ll find the loan application form and a detailed list of items required to complete your application. We’re here to assist you every step of the way—please reach out if you have any questions or need further assistance.

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Loan Application

1. Complete Loan Application

To proceed with your loan application, please download the application form provided below, complete it thoroughly, and then upload the finished form back to us. Ensure that all required information is filled out accurately before submitting. If you need any help during this process or have questions, feel free to contact our support team.

2. Submit Loan Application

Items Needed To Submit

Rental Loans & Portfolio Loans

Borrower related documents:

- Credit and BG reports

- Track record (to verify Experience)

- Three consecutive months of Bank or Brokerage account statements

Entity documents: 

- Formation Documents, 

- Operating Agreement, 

- EIN letter

- Certificate of Good Standing (if entity is older than a year)

Subject property related documents in case of PURCHASE:

-  Existing Lease Agreements and Addendums - if applicable 

-  Proof of receipt of Security deposit - new leases only (within last 120 days)

-  RE Tax statement/certificate 

-  Insurance Evidence, premium statement/receipt, and contact info of agent 

Subject Property related documents in case of REFINANCE:

- Previous Closing Statement/HUD

- Current Mortgage Statement or Payoff letter

- Existing Lease Agreements and Addendums –

-3 mo. of rental payments

- Proof of receipt of Security deposit - new leases only (within last 120 days) - if applicable 

- RE Tax statement

- Insurance Evidence, premium statement/receipt, and contact info of agent

Fix & Flip and Ground Up Construction

Borrower related documents:

- Track record (to verify Experience)

Entity documents: 

- Formation Documents, 

- Operating Agreement, 

- EIN letter

- Certificate of Good Standing (if entity is older than a year)

Fix and Flip

- Purchase Agreement

- DIGI Scope of Work ( completed after loan submission)

-Architect letter, if expansion – Template Found in doc library

Ground up

- Purchase Agreement

- Plans and Permits (In absence of permits, we need architect letter)

- DIGI Scope of Work

8552 Murray Grey

San Antonio, TX 78254

Town Square Financial,

NMLS # 2609318

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Copyright© 2024 Town Square Financial All Rights Reserved.

For information purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval.