Forms

A collection of important documents to get your loan closed fast.


Please refer to your Truly Sales Representative for guidance.



Track Record Template

Document your investment history & performance metrics over the past 36 months with this structured template designed to showcase your results.

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Budget Template

Document your Rehab or New Construction plans for your upcoming project with this easy-to-use budgeting tool, tailored for managing projects effectively.

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Condo Questionnaire

Gather essential details from your condominium association with this comprehensive and informative questionnaire, ideal for use with project approval.

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Rent Roll Template

Organize current active tenant information, rental income, and property details with this streamlined rent roll template.

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Borrower Authorization Form

Grant necessary permissions for financial checks and verifications with this straightforward authorization form.

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Spousal Consent Form

Ensure compliance and mutual agreement with this form designed to document spousal consent for financial decisions.

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Truly Investor Capital, a division of Oaktree Funding Corp., 3133 West Frye Road, Suite #205 Chandler, AZ 85226 (NMLS # 71640 | In the following states AZ, CA, ID, MN, OR, UT loans are originated and made in the name of Oaktree Funding Corp. NMLS #71640 pursuant to the laws of AZ Mortgage Banker Lic. # 0920541 | CA DFPI Lic. # 6035721), 800-429-5000. ©2025. All Rights Reserved. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates, and programs are subject to change without prior notice. All products are subject to credit and property approval. Not all products are available in all states or for all loan amounts. Other restrictions and limitations apply. Oaktree Funding Corp. is an independent mortgage lender and is not affiliated with the Department of Housing and Urban Development or the Federal Housing Administration. Not intended for legal or financial advice.  All state licensing information may be found at NMLS Consumer Access https://www.nmlsconsumeraccess.org

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