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Please supply as much of the requested information as you can. It will greatly speed our ability to expedite your loan request.
Loan Amount Requested
Amount:
Desired Term:
Estimated Property Value:
Transaction Type
Purchase
Refinance
Purchase Price:
Current Outstanding Balance
:
Are you in contract yet?
Yes
No
Date Purchased:
How quickly do you need to close?
120 Days
90 Days
60 Days
30 Days or Less
Maturity:
Price Paid:
Amount invested in property by borrower:
Current Lender:
Proposed use of proceeds:
Does current loan have a prepayment penalty?
Yes
No
If yes, amount:
Loan Type
Permanent
Bridge
Acquisition/Construction
Construction/Permanent
Other
If other, please describe:
Property Information
Select Property Type
Multi-family
Cooperative
Mixed Use
Retail/Shopping Center
Industrial
Office
Single Tenant
Hotel
Self-Storage
Commercial Condo or Co-op Units
Other
If other, please describe:
Property Address
City
State
Zip
Percentage of property that will be owner-occupied:
If owner-occupied, what is the nature of the business?
Lot Size
No. of Buildings
Building Square Feet
Number of Units
Number of Stories
Number of Tenants
Age of Building
Physical Condition of Building
Condition of Building
Excellent
Good
Fair
Poor
Current Occupancy %
Occupancy Last Yr %
Occupancy 2 Yrs Ago %
Current Annualized Actual
Gross Income of Property
Current Annualized Actual
Expenses of Property
Net Operating Income
Last
12 Months
Net Operating Income
Next
12 Months
Borrower Information
Borrower Type
Individual
Corporate
Partnership
Name of Borrowing Entity
and
Borrower's Mailing Address
City
State
Zip
Email
Telephone
Cell Phone
Fax
List Individual Borrowers or Principals of Borrowing Entity
1.
% Ownership
Net Worth
Liquid Assets
(excluding IRA accounts)
2.
% Ownership
Net Worth
Liquid Assets
(excluding IRA accounts)
3.
% Ownership
Net Worth
Liquid Assets
(excluding IRA accounts)
Name of person completing this form
Phone Number
Email
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