PALM TREE FINANCIAL VALUES OUR COMMERCIAL REAL ESTATE REFERRAL SOURCES, MORTGAGE BROKERS, REAL ESTATE BROKERS AND THIRD PARTY REFERRING SOURCES ARE PROTECTED. PLEASE REFER TO THE DOCUMENTATION REQUIRED AT THE BOTTOM OF EACH PROGRAM PAGE FOR SUBMISSION DETAILS AND REQUIRED DOCUMENTATION. IF THIS IS YOUR FIRST REFERRAL TO PALM TREE FINANCIAL YOU WILL NEED TO COMPLETE A REFERRAL AGREEMENT WHICH YOU CAN FIND BELOW ON THIS PAGE. IN ADDITION, UNDER THE FORMS PAGE YOU CAN ACCESS ADDITIONAL FORMS AND TOOLS SUCH AS: A FINANCING REQUEST FORM, PERSONAL FINANCIAL STATEMENT, A BLANK RENT ROLL, LOAN APPLICATION (1003), ETC. WE WILL CONTINUE TO UPDATE THIS PAGE ON A GO FORWARD BASIS WITH ADDITIONAL FORMS TO ASSIST YOU WITH THE SUBMISSION PROCESS. PALM TREE FINANCIAL ONLY ACCEPTS REFERRALS AND PROTECTS THIRD PARTY REFERRING SOURCES FOR COMMERCIAL REAL ESTATE FINANCING, PALM TREE FINANCIAL DOES NOT ACCEPT WHOLESALE RESIDENTIAL FINANCING REQUESTS FROM THIRD PARTY SOURCES. IF YOU HAVE INTEREST IN BECOMING A DIRECT MORTGAGE ORIGINATOR WITH PALM TREE FINANCIAL PLEASE CONTACT DAVID ROSSMAN VIA EMAIL OR PHONE AT DAVID@INTHEPALMTREE.COM OR 305.218.9885
