Standard Forms & Templates

NPLA Lender Resource Center

The NPLA Lender Resource Center provides a complete library of standardized forms designed to streamline the private lending process from application to close.

All documents are professionally formatted, fully fillable, and ready to deploy with your borrowers. Forms currently available include the Loan Application, Schedule of Real Estate Owned (SREO), Scope of Work / Rehab Budget Template, Construction Draw Request Form, Personal Financial Statement (PFS), Borrower Track Record Form, and ACH Authorization Form — with additional resources added regularly.

Loan Application

A comprehensive borrower intake form capturing entity and guarantor details, loan parameters, subject property information, financial summary, borrower declarations, and required legal authorizations.
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NPLA Schedule of Real Estate Owned (SREO)

A standardized one-page property log for documenting a borrower's real estate investment history, including purchase/sale dates, property types, and rehab amounts completed.
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Scope of Work / Rehab Budget Template

A detailed line-item worksheet for documenting planned renovation work, estimated costs by trade, and total rehab budget to support loan underwriting and draw management.
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Construction Draw Request Form

A structured request form used by borrowers to submit draw disbursements during a construction or renovation project, including work completed, amounts requested, and required inspector sign-off.
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Personal Financial Statement (PFS)

A standardized financial disclosure form capturing a borrower's personal assets, liabilities, income, and net worth to support credit and underwriting review.
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Borrower Track Record Form

A project history form documenting a borrower's completed real estate investments, including property details, acquisition and exit dates, profit/loss, and rehab scope — used to demonstrate experience and credibility to lenders.
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ACH Authorization Form

A signed authorization allowing the lender to initiate electronic debits or credits to a borrower's designated bank account for loan payments, fees, or disbursements.
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