Start Your Application with a Simple Financial Overview
Before we begin processing your private money loan, we need a quick overview of your current financial standing. Our fillable financial statement form makes this step easy. It’s designed specifically for real estate investors and business-purpose borrowers seeking short-term funding for projects in Arizona, Colorado, Hawaii, Ohio, Tennessee, Texas, and Utah.
This fillable Excel document will ask for basic details like your asset and liability breakdown, property holdings, and income sources. Once complete, simply send it to our team along with your loan request so we can move your deal forward without unnecessary delays.
Why We Ask for a Financial Statement
At Hilton Financial Corporation, we specialize in common-sense lending. Our financial statement form allows us to:
- Verify your ability to contribute a minimum 20% cash investment
- Assess your financial readiness without requiring full tax returns or bank statements
- Ensure your project aligns with our lending model focused on non-owner-occupied real estate
- Speed up the underwriting process while avoiding unnecessary red tape
How a Financial Statement Supports Smarter Loan Structuring
Providing a completed financial statement early in the process helps us build a stronger foundation for your funding request. With a clear picture of your financial background, we can:
- Recommend the most suitable loan product for your goals
- Identify potential leverage opportunities based on your real estate portfolio
- Offer strategic terms for repayment schedules, interest rates, and loan durations
The more detail you provide, the more we can customize a solution that matches your vision for your investment. Whether you’re flipping properties or building a new project from the ground up, the financial statement is the first step to smarter, faster funding.
What to Expect from the Form
This straightforward document includes sections for:
- Personal and Business Information
- Assets and Liabilities Summary
- Real Estate Owned
- Monthly Income and Expenses
We do not require a minimum credit score, though we perform a soft credit pull. The financial statement helps us complete our internal due diligence and match you with a loan product that supports your goals.
Tips for Completing Your Financial Statement
Filling out a financial statement can feel daunting, but our streamlined form is designed to make the process as simple and straightforward as possible. We’ve written the form to do the math for you. Here are a few tips to help you get started:
- Be honest and realistic about your numbers
- If a section doesn’t apply to you, then leave it blank
- Include any current rental income or investment returns
- Update any recent property sales, acquisitions, or refinancing
Keep the Process Moving
Once you’ve completed the financial statement, email it to:
📧 getquotes@hiltoncorp.com
Or, for secure file upload, click HERE..
Need help filling it out? Call us at 📞 (602) 375-8951 and our team will be happy to walk you through it.
Why Investors Trust Hilton Financial Corporation
With more than 30 years in the private lending space, Hilton Financial Corporation offers:
- Fast approvals for qualified real estate investors
- Clear communication with no overcomplicated paperwork
- Tailored loan structures for fix-and-flip, land, and new construction projects
Our goal is to keep your real estate projects moving—without the usual bottlenecks from traditional lenders.
