Borrower Information
Company Name:
First Name:
Last Name:
Position:
Email:
Address:
City
State
Select One
Alaska
Alabama
Arkansas
Arizona
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
New Mexico
Nevada
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virginia
Vermont
Washington
Wisconsin
West Virginia
Wyoming
Zip Code:
Cell #
Number of Guarantors
none
1-2
3-4
5 or More
Personal Credit Score
Credit grade
700 or Above
680 - 699
640 - 679
600 - 639
580 - 599
579 or Below
Phone #
Fax #
Property Location
Building Number
The Name of the (Street)
Street Type
AVE
BLVD
DR
EXPY
LN
PARK
PKWY
PL
PLZ
RD
SQ
ST
TPKE
City
State
Select One
Alaska
Alabama
Arkansas
Arizona
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
New Mexico
Nevada
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virginia
Vermont
Washington
Wisconsin
West Virginia
Wyoming
Zip Code
County
Property Characteristics
Property Type:
Select a property type
Agricultural (Farms, Ranches)
Apartment/Multi Family Residence (5 or more Units)
Automotive (Auto Repair, Auto Body, Auto Dealership, Car Wash, Gas Station, Used Car Lot, etc.)
Assisted Living Facility (Boarding, Senior, Student Housing)
Bed & Breakfast Inn
Bowling Alley
Church
Cooperative Building
Day Care
Dry Cleaners
Hospiality (Hotel, Motel)
Industrial (Factory, Manufacturing, Warehouse, ect.)
Land
Laundromats
Leisure (Gentlemen's Club, Golf Course, Marina, RV Park, ect.)
Medical (Hospital, Clinic, ect.)
Mixed Use
Mobile/Manufactured Home Park
Office Building
Office Condo
Parking Lot Site
Rehabilitation Facility
Retail (Shopping Center, Strip Mall, ect.)
Self Storage
Special Use Property
Other
Property Age:
Property Age
New
1-5 Years Old
6-10 Years Old
11-15 Years
16-20 Years
21-30 Years
31-50 Years
51+ Years
Estimated Market Value:
$
Source of Value:
Select source
Appraisal
CAP Value Est.
Realtor
A Guess
Other
Property Condition:
Property condition
A
A-
B
B-
C
C-
Is the Property
Owner-Occupied:
Select a percentage
No - Investor Property
Yes - 25% or less
Yes - 26-50%
Yes - 51-75%
Yes - 76-100%
# of Units
# of Vacancies
- Optional -
Building Size (Sq')
Lot Size
Description of Building:
# of Floors
Elevator
Select
No
Yes
Property Income & Expense Information
Annual Gross Scheduled Income
$
* Include the market rent of any vacant units and any owner-used units *
Annual Other Income
(laundry, parking, etc.)
$
Annual Property Expeses
Real Estate Taxes
$
Insurance
$
Fuel/Gas
$
Electricity
$
Water & Sewer
$
Management Fees
$
Repairs and Maintenance
$
Other Operating Expenses
$
Property Outstanding Debt
First Mortgage Amount
$
Second Mortgage Amount
$
Third Mortgage Amount
$
Any other debt attached to the property
(judgments, liens, building violations and so on)
$
Commercial Loan Information
Loan Type:
Loan Type
Permanent
Bridge/Hard Money
Acquisition/Construction
Construction/Permanent
Other
How Quickly do you Need to Close?:
Time to Close
120 Days
90 Days
60 Days
30 Days or Less
Transaction Type:
Select transaction type
Purchase
Refinance
1031 Exchange
Looking to Buy (Get Prequal.)
Requested Loan Amount:
$
Requested LTV:
Requested loan-to-value
90%
85%
80%
75%
70%
65%
60%
Below 60%
Requested Fixed Rate Term:
Fixed rate period
1 Year Fixed
3 Year Fixed
5 Year Fixed
7 Year Fixed
10 Year Fixed
10-20 Year Fixed
20-30 Year Fixed
Requested Amortization:
Select term
5 Year
10 Year
15 Year
20 Year
25 Year
30 Year
Requested Type of Income
Select income type
Full Documentation
Stated Income
No Documentation
Not Sure
* Complete if you are refinancing your current commercial loan *
Date of Purchase:
Original Cost:
$
Current Payoffs:
$
* Complete if you are purchasing a property and need a commercial loan *
Closing Date:
Purchase Price:
$
Downpayment:
$
Downpayment Source:
Downpayment source
1031 Exchange
Selling property
Savings
Refinance
Gift
Seller 2nd
Other
Additional Comments:
Verification Image:
Verification Code:
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