NPLA LOGO
NPLA LOGO

Resources & Documents

Broker Resources & Documents

Everything you need to work with Realty Capital Financial, in one place. Open a section, pick the document, and download it. No login needed.

1. Start hereSign these first. They set up how we work together.
  • Broker Agreement
    Our agreement with you as a broker. Sign once.

    Open PDF

  • Broker Fee Agreement
    The fee we pay you, 48 hours after closing. Fill in per loan.

    Open PDF

  • W-9 (blank IRS form)
    Brokers fill this in and send it back with the signed agreements.

    Open PDF

  • Broker Referral Program
    How the program works and how to register.

    Open Web page

2. Programs and ratesWhat we lend on and how to work with us.
  • One Pager: The $10 Million Builder’s Fund
    Let the Deal Pay for Itself. Share it with your builders.

    Download PDF

  • Programs, Matrixes and How to Work with RCF
    Fix and flip, ground up and DSCR terms at a glance.

    Open PDF

  • Tear Sheets / Marketing Flyers
    Share-ready flyers for your clients.

    Open PDF

3. Submit a loan scenarioPick the form that matches the deal, fill it in, send it to us.
  • Purchase and Rehab
    Buying a property and renovating.

    Open Word

  • Purchase – Ground Up
    Buying land and building.

    Open Word

  • Purchase – DSCR (rental)
    Buying a rental property.

    Open Word

  • Purchase – Bridge, no rehab
    Short-term purchase, no renovation.

    Open Word

  • Refinance – Rehab
    Refinancing with a renovation.

    Open Word

  • Refinance – Ground Up
    Refinancing a ground-up project.

    Open Word

  • Refinance – DSCR (rental)
    Refinancing a rental property.

    Open Word

  • Refinance – Bridge, no rehab
    Short-term refinance, no renovation.

    Open Word

  • Loan Flow Chart
    The steps from scenario to closing.

    Open Word

4. Borrower applicationsYour borrower completes the one for their loan type.
  • DSCR Application
    For rental property loans.

    Open PDF

  • Fix and Flip Application
    For fix and flip loans.

    Open PDF

  • Loan Application and Authorization Package
    The full package for ground-up and larger loans.

    Open PDF

  • Appraisal Dispute Form
    Use if you disagree with an appraisal value.

    Open PDF

5. AuthorizationsSigned by every borrower before we run credit.
  • Soft Credit Report and Background Check Authorization
    One form for the soft credit check and background check.

    Open PDF

6. Construction and rehabFor ground-up and rehab projects.
  • Ground-Up Construction Overview Form
    Project details for ground-up loans.

    Open PDF

  • Rehab Overview Form
    Project details for rehab loans.

    Open PDF

  • Architect Letter Template
    Zoning and project letter for the architect.

    Open PDF

  • Rehab and Ground-Up Budget Template
    Excel budget for the project.

    Open Excel

  • Track Record Checklist
    What we need to document your experience.

    Open PDF

  • Track Record Template
    Excel sheet to list completed projects.

    Open Excel

7. Loan officersFor loan officers joining RCF.
  • Loan Officer Application
    Apply to join our loan officer team.

    Open PDF

Need help? Call our office at (908) 923-0100 x401 or email info@realtycapitalfinancial.com. Loans are subject to approval. Nothing on this page is a commitment to lend.