Real Estate Investor Financing Application

1Contact & company

First name

Last name

Title / role

Email

Mobile phone

Preferred contact

Legal business or entity nameIf you are applying as an individual, enter your full name

DBA (if any)

Entity type

State of formation

EIN (optional)

Years in business

Business address

Website

How did you hear about us?

2Ownership

List everyone who owns 20% or more. Owners at this level are usually asked to guarantee.

Owner name*

Title

Ownership %*

Email

Who has signing authority?

3Request details

Strategy

Property address

Property type

Purchase price

$

Rehab budget

$

After-repair value (ARV)

$

Estimated monthly rent

$

Annual taxes + insurance + HOA

$

Loan amount requested

$

Cash available for down payment & reserves

$

Deals completed in the last 36 months

Vesting

Target closing date

Exit plan

4Financial snapshot

Annual revenue (most recent year)

$

Average monthly bank deposits

$

Total existing business debt

$

Liquid assets available (cash & equivalents)

$

Primary owner's credit score rangeAn estimate is fine — we never pull credit from this form

Guarantor net worth (estimate)

$

5Disclosures

A "Yes" doesn't disqualify you. It helps us match you with the right funding source.

Explain any "Yes" answers

6Documents

Upload your documents securely

Files go straight to Apex's secure Dropbox intake folder for Real Estate Investing. Name files clearly (for example Rent-Roll_2026-10.xlsx), and send financials in Excel when you have them. PDF, XLSX, DOCX, JPG, and PNG are accepted.

Open secure upload

Tick each document as you upload it, or leave it for later. Required items can follow after you submit.

Notes about your documents

7Consent & submit

I certify that the information and documents I provide are true, complete, and accurate to the best of my knowledge.* I authorize Apex Commercial Funding to review this information and share it with prospective lenders, investors, and service providers to evaluate my request.* I understand a funding source may later ask for written authorization to obtain business and personal credit reports. No credit is pulled from this form. I agree to receive communications and documents electronically.* Optional: I agree to receive text messages from Apex about my application. Message and data rates may apply. Reply STOP to opt out. I have read the Privacy Policy & Disclosures and understand that submitting this application is not a commitment to lend, invest, or provide services.*

Type your full name as your signature*

Date

Real Estate Investor Financing