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Core intake · Start here
ALG Private Money Loan Initial Submission Form
The general private-money initial submission form for broker scenario review.
Accelerated Lending Group · California broker resources
Private Money Loan Submission Forms & Checklists
Find the right documents for your next California private money loan scenario. Our Broker Resource Center brings together the initial submission form, property-specific checklists, and supporting PDF documents to help you prepare a complete file and reduce avoidable back-and-forth.
10 PDF ResourcesResidential & CommercialLand & Specialty PropertyBroker-Friendly
A simpler way to prepare your submission
Start with the general ALG initial submission form, select the checklist that matches your property type, and add supporting documents when applicable. Requirements vary by program, borrower, property and participating lender.
01 · Start with the initial form
Gather the basic borrower, property, transaction and financing details.
02 · Choose the property checklist
Use the relevant owner-occupied, rental, commercial, special-purpose or land checklist.
03 · Include supporting forms
Attach the Statement of Information or Rent Roll when relevant to the transaction.
PDF access: Most modern browsers can open these documents directly. You may also use Adobe Acrobat Reader or another PDF-compatible application to view, download and print them.
1. Begin here — Initial submission form
The primary starting point for an ALG private money financing review.
Open PDF
2. Property-specific submission checklists
Choose the checklist that best matches the collateral and transaction. Each PDF opens in a new tab.
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Property-specific checklist · Owner occupied
Owner-Occupied Private Money Loan Initial Submission Checklist
Review documentation for eligible owner-occupied private-money scenarios. Program purpose and consumer/business-purpose requirements must be verified.
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Property-specific checklist · 1–4 unit rentals
Non-Owner-Occupied 1–4 Unit Residential Checklist
For eligible non-owner-occupied one-to-four-unit residential investment property transactions.
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Property-specific checklist · 5+ unit multifamily
Non-Owner-Occupied 5+ Unit Residential Checklist
For apartment buildings and other eligible multifamily rental properties with five or more residential units.
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Property-specific checklist · Commercial / industrial
Commercial & Industrial Private Money Checklist
For eligible commercial and industrial real estate purchase and refinance scenarios.
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Property-specific checklist · Special purpose
Special Purpose Private Money Checklist
For eligible special-purpose real estate and transactions requiring property-specific review.
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Property-specific checklist · Agricultural land
Agricultural Land Private Money Checklist
For agricultural land transactions, including relevant water-source, crop and property details.
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Property-specific checklist · Vacant land
Vacant Land Private Money Checklist
For eligible vacant-land transactions, including utilities, access, current as-is value and exit strategy.
3. Supporting forms
These documents may be requested in addition to the main submission checklist.
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Supporting form · Title / escrow
Statement of Information
A supporting information form that may be requested during title and escrow review.
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Supporting form · Rental properties
Rent Roll Form
Organize rental units, tenancy and rent information when applicable.
Before you submit
Confirm the property address or APN, property type, transaction purpose, estimated as-is value, requested loan amount, intended use of proceeds, timeline, and proposed exit strategy. For rental properties, include available rent information; for land, document utility, water, access or crop details as applicable.
Protect borrower information. Do not send unencrypted Social Security numbers, credit reports, identity documents or other sensitive financial information by ordinary email. Use an approved secure submission process. ALG arranges financing through participating lending partners; the applicable lender determines final documentation and underwriting requirements.
Broker Resource Center FAQs
Click a question to expand its answer.
Which form should I complete first?
Start with the ALG Private Money Loan Initial Submission Form, then use the checklist corresponding to the property type and transaction.
Do I need to complete every checklist?
No. Choose the checklist for your specific loan and property type. Additional supporting forms may be requested when applicable.
Can I submit a loan scenario before gathering every document?
You can begin with a high-level scenario, but a complete submission helps the reviewing team assess financing fit and identify outstanding requirements.
Are these forms for California transactions?
This resource center supports Accelerated Lending Group’s California lending and financing scenarios. Individual programs and lender requirements vary.
Do I need special software to open the forms?
The links open PDF documents. Most modern browsers display PDFs directly; you can also use a PDF reader such as Adobe Acrobat Reader.
Where should I send borrower documents?
Use the approved secure submission channel. Do not email unencrypted Social Security numbers, credit reports or other sensitive personal financial information.
Resources are provided for informational and submission-preparation purposes only. Forms and lending criteria may change without notice. Financing availability, property eligibility, documentation and loan approval are subject to participating lender guidelines, appraisal, underwriting and applicable law. No financing commitment is made by providing these forms.