Confidential Loan Request Form
Please fill in all fields marked with a Required
First Name
Required
Last Name
Required
For this transacation I am :
Select One
Borrower for this loan
a Mortgage Broker
the Real Estate Broker
an Employee of the broker
the Financial Advisor for this loan
the Developer for this project
Someone else who is not listed here
Required
Company Name
Mailing Address Line 1
Required
Mailing Address Line 2
City
Required
State
Required
Zipcode
Required
Daytime Phone Number
Required
Fax Number
Evening Phone Number
Email Address
Project Information
Project Name
Required
Project Type
First Mortgage
Construction Loan
Bridge Loan
Mezzanine Loan - Standing Property (Purchase or Cash Out)
Mezzanine Loan - New Construction or Major Rehab
Second Mortgage
Check here if you want an SBA loan.
(Must be 50% owner used.)
I need a bridge loan
(very fast, short term, more expensive loan).
This loan probably requires a hard money lender
(more expensive but lenient).
Amount of Loan Requested
Required
Sales Price / Value of the Collateral
Required
Amount of Down Payment
Property Address
Required
Property Address Line 2
Property City
Required
Property County
Required
Property Type
Choose One
Agricultural or Ranch Property
Apartment Building
Assisted Living Facility
Auto Dealership/Used Car Lot
Auto Repair
Bed & Breakfast Inn
Casino
Church
Commercial or Retail Building
Congregate Care Facility
Cooperative
Duplex, Triplex, or Fourplex
Gas Station
Golf Course
Hotel & Motel
Industrial Building
Industrial Condo
Land
Mini-Warehouse
Mixed Use Property
Mobile Home Park
Multi-Family (5+ units)
Office Building
Office Condo
Parking Garage
Residential Care Home
Residential Condo
Residential Condo Subdivision
Residential Subdivision
Restaurant
Shopping Center
Single Family Residence
Single Family Residence
Skilled Nursing Facility
Special Use Property
Required
Gross Rentable Area (sq/ft)
Net Rentable Area (sq/ft)
Number of Units
Number of Vacancies
Vacancy Rate for the Area
5%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
15%
20%
25%
30%
35%
40%
45%
50%
55%
60%
Description of the Property
Required
Age of the Property (years)
Property was last renovated (years ago)
Purpose of the Loan
Cash-out Refinance
Purchase
Maturing loan (no cash out)
Maturing loan (cash out)
Rate and term refinance (no cash out)
New Construction
Renovate or Expand the Property
Some Renovation and Some Cash Out
Other
Interest Rate Desired
4
4.125
4.25
4.375
4.5
4.625
4.75
4.875
5
5.125
5.25
5.375
5.5
5.625
5.75
5.875
6
6.125
6.25
6.375
6.5
6.625
6.75
6.875
7
7.125
7.25
7.375
7.5
7.625
7.75
7.875
8
8.125
8.25
8.375
8.5
8.625
8.75
8.875
9
9.125
9.25
9.375
9.5
9.625
9.75
9.875
10
10.125
10.25
10.375
10.5
10.625
10.75
10.875
11
11.125
11.25
11.375
11.5
11.625
11.75
11.875
12
12.125
12.25
12.375
12.5
12.625
12.75
12.875
13
13.125
13.25
13.375
13.5
13.625
13.75
13.875
14
14.125
14.25
14.375
14.5
14.625
14.75
14.875
15
15.125
15.25
15.375
15.5
15.625
15.75
15.875
%
Loan Fee to Lender (points)
Loan Fee to Broker (points)
Amortization Schedule Requested
15
20
25
30
years
Term of Loan Requested
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Describe special issues, problems or needs
If requesting a second mortgage please input senior loan information
Curb Appeal
Run Down Old Building in Low Income Area
Average Building in a Low Income Area
Well Maintained Building in a Low Income Area
Older Building in a Middle Income Area
Average Building in a Blue Collar, Middle Income Area
Average Building in a White Collar, Middle Income Area
Well Maintained Building in Upper-Middle-Income Area
Brand New Building in Average Neighborhood
Brand New Building in Upper-Middle-Class Area
Brand New Building on the Richest Street in Region
I Don't Know
Borrower Information
Name of Borrowers/Couple (1)
Required
Type of Entity
Individuals
Corporation
General Partnership
Limited Partnership
Limited Liabality Company
Other
Occupation
Annual Income
Required
Net Worth
less than $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $2,000,000
$2,000,000 to $5,000,000
$5,000,000 to $10,000,000
more than $10,000,000
Credit
Perfect
Very Good
Good
Decent
Reestablished after bankruptcy
Slow pay
Poor
Bankruptcy discharged within 3 years
In Chapter 11 Bankruptcy
In Chapter 7 Bankruptcy
Credit Score
Name of Borrowers/Couple (2)
Type of Entity
Individuals
Corporation
General Partnership
Limited Partnership
Limited Liabality Company
Other
Occupation
Annual Income
Net Worth
less than $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $2,000,000
$2,000,000 to $5,000,000
$5,000,000 to $10,000,000
more than $10,000,000
Credit
Perfect
Very Good
Good
Decent
Reestablished after bankruptcy
Slow pay
Poor
Bankruptcy discharged within 3 years
In Chapter 11 Bankruptcy
In Chapter 7 Bankruptcy
Credit Score
Property Income
Gross Scheduled Income
Other Income Sources
(parking, laundry, etc.)
Expenses
Real Estate Taxes
Insurance
Management Expense
Repair and Maintenance Expense
Reserves for Replacement
Utilities
Other Operating Expenses