Partner Resources
Welcome to the Town Square Financial Partner Resource Center. This dedicated portal is designed to provide our valued partners with all the necessary tools and information to facilitate efficient loan processing and enhance your service capabilities. From detailed checklists for loan submissions to financial calculators and pricing details, everything you need is right here.
Feel Free To Call Us With Any Questions
Loan Application
1. Paper 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 Online Loan Application
Items Needed To Submit
Term Loans ( DSCR & Portfolio)
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 the entity is older than a year)
Subject property related documents (in case of PURCHASE):● Purchase Agreement with Full Addendums● CDA or ARR and Appraisal● 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 –● CDA or ARR and Appraisal● 3 mo. of rental paymentsProperty-relatedproperty-related to the related property● Proof of receipt of Security deposit - new leases only (within last 120 days) - if applicable ● RE Tax statement/certificate ● Insurance Evidence, premium statement/receipt, and contact info of agentBridge Loan (Fix & Flip and Ground Up)
Borrower related documents:Credit and BG reportsTrack record (to verify Experience)
Entity documents: Formation Documents, Operating Agreement, EIN letterCertificate of Good Standing (if the entity is older than a year)
Fix and FlipPurchase AgreementHUD (if exit is refi)Payoff letter (in case of existing debt on property)DIGI Scope of Work ( completed after loan submission)Architect letter, if expansion – Template Found in doc library
Ground upPurchase AgreementHUD (if exit is refi)Payoff letter (in case of existing debt on property)Plans and Permits (In absence of permits, we need architect's the letter)DIGI Scope of Workthe