Personal Financial Statement and Schedule of Real Estate Owned Download
Your Personal Financial Statement (PFS) and Schedule of Real Estate Owned (SREO) are critical documents lenders always review as you start the qualification process on any commercial loan.
We’ve created a free template that captures all the information you need to include. It’s based on what is required for Agency loans but will work for any lender.
There are three tabs in the Excel worksheet that work together. Once you’ve entered all the data, don’t forget to sign and date to make it official.