Commercial Real Estate Intake Form
Purpose of loan
*
Refinance
Purchase
Requested Loan Amount to Borrow
*
If you are refinancing, what is your payoff?
Borrower's Name
*
First Name
Last Name
Phone Number
*
Email
*
example@example.com
Subject property address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Residential 1-4 Units
Multi-Family 5+ Units
Condo
Condotel
Retail
Mixed Use
Office
Industrial Building
New construction
Raw land
Other
Estimated Property Value
Rehab Cost (Fix and Flip or Fix to Rent)
ARV (After Repair Value)
This is for Fix and Flip / Fix to Rent scenario
Total number of projects renovated in the past 3 years (on title)
Total number of rental properties owned (on title)
Will property title be held as Individual or entity?
Individual
Entity
If entity, name of entity
Credit Score
Please describe how the funds will be used and exit strategy. For example, I will use the loan for...
*
Be as specific as possible
Submit
Should be Empty: