Loan Application

Loan Application

To get started, please provide us with the following basic information as accurately as possible about your project and financial needs, to find out what type of financing program will best suit your financial needs, for a free, no obligation business analysis, and for Immediate Response, Flexible Loan Structures, and Fast Closings.

Commercial Real Estate Intake Form

Business Funding Intake Form

Loan Details
Borrowing Entity Name
Requesting Loan Amount
Proposed Use of Funds
Type of Loan

Please list type of loan you seek: Working Capital/Line of Credit Purchase money, Rehab Money, Refi, Cash out refi, Equipment financing, etc.
Name of Company
Address
Borrower/Principal(s)
Name(s)
Address
Phone
Email
FICO
Experience or TIB (Time in Business)
Liquidity
Industry
Cash Flow
Revenue less expense, or the increased revenue from a new contract, or PO, etc.
Borrower liquidity
Borrower contribution
Borrower net worth
Collateral Description
Location
- United States
- International
Description
Property Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Property type: What kind of property is it?
Number units or SqFt
Occupancy %
Purchase price
As Is Market Value
As Completed Market Value
Approvals
Any appraisals in the last 2 years? If so, by whom
Purchase Price Purchase Date
MM slash DD slash YYYY
Renovation Costs
Existing Debt (If Refi)
Cash Reserves Available
Monthly Rent
Annual Property Taxes
Annual Insurance Premium
HOA Dues (If Applicable)
Target Closing Date Reason for Target Closing Date
Is there a time constraint? Explain
Repayment Plan
What is the exit strategy
Ability to Service Debt
Development Improvement Plan
Summary of experience of the Sponsor (client) in this specific sector of real estate:
Total amount of Cash Equity the Sponsor (client) is committing to the project

indicate in $’s and as a %age of the project costs)
ADDITIONAL INFORMATION FOR REAL ESTATE DEALS
Number of renovation projects completed (on title) in the last 3 years
Number of rental properties currently holding
In the case of debt needs, indicate the Interest Rate range the client is expecting to support
Purchase Transaction
Is the property under contract?
Sales price
Is there a deposit down?
How much?
What is the contract expiration date?
Refinance Transaction
What is the existing debt?
Who is the existing lender?
When was the property purchased and what was the purchase price?
Is loan current?
Select Type of Real Estate Transaction
- Equity – Joint Venture
- Bridge Lending (short duration, usually for construction)
- Triple Net Properties or Lease
- Portfolio Buy-outs/ Acquisition Financing
- Other
Check all that apply
If The Collateral Is Already Owned
(if applicable)
When Purchased
Purchased Price
Arms Length?
Terms
Current Approvals?
What Has Changed (improvements, approvals, zoning)
Existing Debt
Owed To
When Due
When Due
In Default?
If the Collateral Is Being Purchased
(if applicable)
When Contract Entered Into
Purchase Price
Arms Length?
Terms
Any Change Since Contract Signed (approvals, zoning, etc.)
Borrower Cash
Other Financing
Additional Information
Approvals
Any appraisals in the last 2 years? If so, by whom
As Is Market Value (12 months)
As Completed Market Value (12 months)
Development Improvement Plan
Repayment Plan
Ability to Service Debt
Use of Proceeds
If Loan Proceeds Are Being Used For Improvements
Planned Improvements
Cost to Complete
Time to Complete
CAPTCHA

Loan Application

Loan Details

Borrower/Principal(s)

Cash Flow

ADDITIONAL INFORMATION FOR REAL ESTATE DEALS

Purchase Transaction

Refinance Transaction

If The Collateral Is Already Owned

If the Collateral Is Being Purchased

Additional Information

If Loan Proceeds Are Being Used For Improvements