1.Color photos of subject property: Front,
rear, side, inside, and street scene.
2.Current tenant lease summary: Start dates, expiration dates,
security deposits, unit mix, etc.
3.Last two years income & expense statements, along with a
year-to-date profit & loss.
4.Last two years personal & business tax returns. If self-employed,
need year-to-date P&L.
5.Personal & business financial statements showing history, assets
and liabilities.
6.If this is for construction, need complete cost breakdown
including monies invested.
7.If this is a purchase, need copy of purchase contract , escrow
instructions, business plan.
8.Copies of any & all corporation by-laws, partnerships, operating
or trust agreements.
Contact First Name:
*
Contact Last Name:
*
E-mail Address:
*
Phone Number:
*
Fax Number:
Borrower:
Subject Property
Address:
City:
State/Province:
Zip/Postal Code:
TRANSACTION DATA: ($1
Million Minimum Commercial Mortgage Loan Amount, $500,00 in Western
states)
Purchase
Refinance
Construction
Bridge Loan
Mezzanine/2nd T.D
Sales Price or Total
Cost $
Date
Acquired
(mm/dd/yyyy)
Cash Down or Monies
Invested $
Original
Cost $
1st T.D. Request $
Estimated Value (As Is) $
2nd T.D. Request $
Estimated Value (Finished) $
Source
of Down Payment
Amount of Payoffs:
1st $
2nd $
3rd $
Requested Loan Amount: $
Requested Loan Term:
Years
Requested Amortization Term:
Years
Loan purpose
overview:
DESCRIPTION OF PROPERTY:
Apartment
Office
Retail
Hotel
Industrial
Self Storage
Other:
Total Sq. Ft.
Net Rentable Sq. Ft.
Vacant Sq. Ft.
%
Year Built
# of Stories:
# of Total Units
Elevator Served
# of Unit's Vacant
# of Parking Spaces
# of Garages
# Covered Carports
# of Open Parking
Metered utilities:
Individual
Master
Gas
Electricity
Water
Singles
Baths
Type
Sq. Ft.
1 BDRM
Baths
Type Sq. Ft.
2 BDRM
Baths
Type Sq. Ft.
3 BDRM
Baths
Type Sq. Ft.
Gross Annual Income
2004 $
2005 $
2006 ytd. Thru
$
Net Operating Income
2004 $
2005 $
2006 ytd. Thru
$
"Bonded and Licensed
California Commercial Finance Lender"
