Cross the TrustBridge Upload Your Files!

To keep things simple and avoid delays, follow these key steps when submitting documents:

1. Deal Summary – Provide an overview of the deal, structure, and loan request.
2. Sponsor Info – Include relevant background, experience, and financial details.
3. Timeline & Milestones – Set clear deadlines and expected progress updates.
4. Supporting Docs – Ensure all documents are well-organized and clearly labeled (e.g., financials, appraisals).

Loan Applications: 

Fill out and submit the relevant form for your chosen loan type. Templates and forms are available in the DEAL TOOLKIT.

Fix & Flip Loans

• Purchase Agreement: Upload the signed agreement.
• Scope of Work: List planned renovations and estimated costs. Attach additional files as needed.
• Project Summary: Provide a summary of the project in your own words.
  [Download Fix & Flip templates from the DEAL TOOLBOX]

New Construction Loans

• Scope of Work: Include blueprints, project timelines, and budget.
• Project Summary: Provide a summary of the project in your own words.
  [Download New Construction templates from the DEAL TOOLBOX]

Cash-Out Refinance Loans

• Deal Summary: Include an overview with key financial details and objectives.
• Project Summary: Provide a summary of the project in your own words.
  [Download Cash-Out Refinance templates from the DEAL TOOLBOX]

• File Size Limit: Each file should be no larger than 10 MB.
• Total Upload Limit: Combined file sizes must not exceed 15 MB.

Please provide as much information as possible in order to be able to size up the deal.