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Commercial Building

Forms and documentation for commercial mortgages

Below are some of the forms necessary for the commercial mortgage lending process with Protective
Appraisal - Request for Approval
Construction Inspection - Request for Approval
Environmental - Request for Approval
Engineering / Seismic - Request for Approval
Questionnaire & Statement on Financial Affairs
Borrowing Entity Ownership Structure
SNDA - Retail
SNDA - Non-Retail
Estoppel
Architect’s Certificate
Survey Specifications
Zoning Certification
Management/Leasing Subordination Agreement
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Additional guidelines and materials

Assumption guidelines
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Preview the requirements for the assumption of mortgage loans.
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Approved firms
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We work with a variety of firms across different categories.
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Loan Criteria
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Protective’s lending guidelines
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