Commercial Loan Intake

Tell us about your deal

A confidential intake for commercial real estate financing. The more detail you provide, the faster we can underwrite and term a quote.

Confidential — for internal underwriting use only

Section 01

Personal Information

Borrower contact details and background.

First Name*

Last Name*

Borrower Email*

Secondary Email

Cell Phone*

Is there a co-borrower?

Yes

Address*

City*

State*

Zip Code*

Rent or own

Date of Birth

Marital Status

Citizenship

FICO / Mid Credit Score

Credit Score Range

Current judgments against you?

Yes

On any lender DNL (Do Not Lend) list?

Yes

Section 02

Borrower Type / Entity Info

Borrowing Entity Name

Entity Type

Additional guarantor(s)?

Yes

Section 03

Borrower Experience

Fix & flip experience within last 3 years?

Yes

Does borrower own investment properties?

Yes

# properties purchased / refi'd / constructed (last 3 yrs)

Liquid assets / cash reserves ($)

Section 04

Loan & Property Details

Loan Type

Transaction Type

Loan Amount ($)

Desired LTV (%)

Loan Term

Desired Closing Date

Subject Property Address

City

State

Zip Code

Property Type

# of Units (if applicable)

Location

# of Buildings

# of Parcels

Current Tenant Occupancy Rate (%)

Acquisition / Purchase Price ($)

Property Value (As-Is) ($)

ARV (Stabilized Value) ($)

Current Monthly Rental Income ($)

Amount Owed (if refinance) ($)

Current Loan Maturity Date

Annual Property Taxes ($)

Annual Insurance Premiums ($)

Subject Present Occupancy

Subject Property Condition

Occupancy / Condition Notes

Section 06

Construction Details

Complete only if applicable.

Total Construction Budget (Hard + Soft) ($)

Total Land Cost (if not owned free & clear) ($)

Amount Spent to Date (Out of Pocket) ($)

Construction Property Type

Name of General Contractor

GC's Years of Experience

Section 07

Title Company Info

Title Rep First Name

Title Rep Last Name

Title Company Phone #

Section 08

Insurance Agent Info

Insurance Rep First Name

Insurance Rep Last Name

Insurance Company Phone #

Section 09

Sources & Uses / Deal Summary

Briefly describe your deal — what are you trying to accomplish and how will loan proceeds be used?

All information is kept strictly confidential.