FORMS & DOCUMENTS 

1 - To receive the financing services offered herein, you must execute and deliver the Client Submission Sheet, Mortgage Broker Fee Agreement, Commercial Loan Application and an Executive Summary detailing your business plan.

2 - The Executive Summary is personalized and as such is not a numbered form. 

3 - These documents constitute the foundation of your application package. Documents numbered 4-9 are provided for your review and use if needed.  Your loan commitment is contingent upon complete due diligence of the information you provide. 

We will take all steps reasonably necessary to ensure that your data is treated securely and no transfer of your personal data will take place to an organization or country unless there are adequate controls in place including the security of your data and other personal information.

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SOC 2 Type II certification
 

System and Organization Controls (Type II)

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HIPPA compliance
 

Health Insurance Portability and Accountability Act

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GDPR compliance
 

General Data Protection Regulation

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PCI DSS certification
 

Payment Card Industry Data Security Standard