Form

Applicant Name

First NameMiddle NameLast Name
Application Date

MonthDayYear
Date
Email
example@example.com
Phone Number

Area CodePhone Number
Requested Loan Amount
Current Value
Term
Close Date

MonthDayYear
Date
Business Plan
Loan Exit Strategy

RefinanceResalePrincipal DownOther

PURPOSE OF TRANSACTION

ACQUISITION


Sales Price
Cash Down Payment
Source of Equity Funds (Cash Down Payment And/Or Other)
Subordinate Loan Amount
Subordinate Lender
Terms

REFINANCE
Purchase Price
Purchase Date

MonthDayYear
Date
Describe Significant Improvements During Ownership & Cost
Funds to Be Used To Pay
Existing 1st TD Balance
First TD Lender
1st TD Terms
Existing 2nd TD Balance
2nd TD Lender
2nd TD Terms
Remaining Funds to Be Used For:

PROPERTY INFORMATION

SUBJECT PROPERTY
Title Is In:

Fee SimpleLeasehold
Property Type and Description
Property Address

Street Address

Street Address Line 2

CityState

Zip Code
APN# (s)
Zoning
Bldg SF
Lot Size (SF)
# Buildings
# Stories
# Units
# Parking
Yr. Built

Attach Rent Roll and Op. Statements (Last 2 Yrs)

	In-Place	Proforma Projection
Gross Scheduled Income
Other Income (Laundry, Vending, CAM, etc.)
Total Gross Potential Income
Less Vacancy %
Less Operating Expenses (Not Incl. Debt Svc)
Net Operating Income

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