Start Here

Whether you’re exploring financing for the first time or reviewing options for a new transaction, these resources are designed to help you understand what matters, what to prepare, and how to make better decisions before you apply.

If you’d rather talk through your scenario directly, our team is happy to help.

Quick Links

  • [link url=”/apply-now/”]Apply Now[/link]
  • [link url=”/business-loans/”]Business Loans[/link]
  • [link url=”/commercial-real-estate-loans/”]Commercial Real Estate Loans[/link]
  • [link url=”/why-money-lady-loans/”]Why Money Lady Loans[/link]

Loan Preparation Checklists

Use these checklists to prepare your file and avoid delays during review.

Business Loan Checklist

  • Requested loan amount and target timeline
  • Business overview and use of funds
  • Recent bank statements (if available)
  • Basic revenue and expense summary
  • Existing debt obligations (if any)

Commercial Real Estate Checklist

  • Property address and asset type
  • Purchase price / payoff / requested loan amount
  • Rent roll + trailing 12 (if stabilized)
  • Business plan (value-add or reposition)
  • Sponsor experience and liquidity overview

Guides & FAQs

Short, practical guides to help you understand the process and prepare with confidence.

What We Evaluate

A quick overview of the primary factors we consider in business and commercial real estate transactions.

How the Process Works

A step-by-step explanation from application through review and funding.

Common Mistakes to Avoid

Simple ways to prevent delays and keep the process clean and efficient.

Downloadable Templates

Add your downloadable PDFs here as you create them. This section is designed to scale—start with one or two resources and build over time.

Template Library (Coming Soon)

  • Borrower Document Checklist (PDF)
  • Deal Summary Worksheet (PDF)
  • Commercial Real Estate Intake Form (PDF)
  • Business Loan Intake Form (PDF)

Need Help Getting Your File Ready?

If you’re not sure what to submit, we’ll tell you exactly what we need based on your scenario.