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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? 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
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 
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
  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   
    

% Ownership

Net Worth
 
Liquid Assets
(excluding IRA accounts)

    

% Ownership

Net Worth
 
Liquid Assets
(excluding IRA accounts)

    

% Ownership

Net Worth
 
Liquid Assets
(excluding IRA accounts)

Name of person completing this form

Phone Number    Email 
 
 

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