Borrower Details
Legal name, entity type, formation state, EIN/SSN, business address, and authorized signer information.
A fully completed Investor Loan Application Form reduces underwriting delays, helps ensure regulatory compliance, and creates a clear contract record that protects both investor and borrower interests. Accurate data supports correct pricing, mitigates legal exposure, and speeds closing.
Each party’s responsibilities should be recorded in the form and accompanying routing instructions to avoid later disputes.
Legal name, entity type, formation state, EIN/SSN, business address, and authorized signer information.
Lender name, account contact, commitment amount, funding conditions, and assigned officer or desk.
Principal, interest rate (fixed or variable), fees, maturity date, amortization schedule, and prepayment terms.
Assets pledged, lien priority, UCC filing requirements, and valuation or appraisal references.
Recent financial statements, tax returns, capital sources, and material liabilities or off-balance-sheet items.
Borrower representations, tax and credit authorizations, compliance attestations, and signature/date fields.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email link, SMS code, or KBA |
| Attachments | Require upload for financials and IDs |
| Notifications | Automate reminders and completion emails |
Ensure the chosen platform supports required integrations, secure storage, and the level of signer authentication appropriate for the loan size and regulatory context.
Daily or weekly schedule per investor
Reportable interest and payments follow IRS deadlines
Retention periods start from effective or filing dates
Typical review: 3–10 business days
Escrow and funding timelines set at commitment
Borrower supplies form and exhibits for initial review.
Credit and collateral accepted or additional conditions requested.
Counsel prepares loan agreement, security instruments, and closing checklist.
Funds disbursed and account set up for repayment.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica used a standardized application to onboard multiple investors quickly
Martin Properties processed bridge financing online for a redevelopment project