Loan Information Form (LIF-01)
Pre-closing loan details for title, settlement, rate lock, and vesting.
3 pages · 89 KB · Fillable PDF
Library · Direct lender
Origination Document Library. Fillable loan forms & PDFs.
Explore CR Equity AI's origination document library with fillable loan forms and PDFs. Complete forms online, download documents, and submit loan applications.
Packages
Complete Borrower Package
Every origination form in one fillable PDF. Fill or download.
34 pages · 2.1 MB · Fillable PDF
Individual forms
Deal Sizing Sheet
For brokers — fillable same-day sizing sheet with email submit to Deals@crequity.ai.
3 pages · 86 KB · Fillable PDF
Loan Application
Fill in the browser, submit with OTP verification, then sign in to the borrower portal to view your loan.
3 pages · 193 KB · Fillable PDF
Borrower Experience History
Track record on prior projects and completed loans.
349 KB · Fillable PDF
Personal Financial Statement & SREO
Guarantor statement and schedule of real estate owned.
346 KB · Fillable PDF
Credit Authorization
Authorization to pull credit for the borrower and guarantors.
68 KB · Fillable PDF
Business Purpose Certification
Confirms the loan is for a business purpose, not consumer use.
57 KB · Fillable PDF
ACH Authorization
Bank account authorization for origination and servicing draws.
54 KB · Fillable PDF
Transaction Assumptions
Sources, uses, and underwriting assumptions for the deal.
82 KB · Fillable PDF
Rehab & Construction Budget
Line-item rehab or construction budget for the collateral.
538 KB · Fillable PDF
Draw Request & Schedule
Draw schedule and request form for construction or rehab loans.
247 KB · Fillable PDF
Contractor Information Sheet
General contractor details, license, and insurance.
118 KB · Fillable PDF
Contractor Information Sheet (Rev 07/2026)
Contractor, license, insurance, and project details — Rev 07/2026.
2 pages · 124 KB · Fillable PDF
Escrow Agent Information Sheet
Escrow coordination and appraisal property-inspection contact details.
2 pages · 89 KB · Fillable PDF
Appraisal Transfer Letter (CRE-ATL)
Fillable appraisal transfer letter and AIR certification when CR Equity AI transfers an appraisal to another lender or investor.
2 pages · 58 KB · Fillable PDF
FAQ
Library questions
Fill in the browser, save a PDF, or download a blank copy. No account required.
Yes. Open any form, click a field, and type. Save a filled PDF to your device when you are done.
Yes. On the Loan Application (Form LA), click Submit application, enter the one-time code we send you, then sign in at the borrower portal (app.crequity.ai) to view your loan details.
No account is required to fill or download forms. Submitting the Loan Application creates your borrower account after OTP verification — then sign in on the portal to see your deal. For other forms we ask for your name, email, phone, and how you heard about us once before the first save, print, or download on this device.
Not from the public library. Sign in to the borrower or admin portal if you need to sign a form or send it for signature.