• Commercial Loan Questionnaire

    Commercial Loan Questionnaire

  • My name is Vanessa Dupuy Carlisle, and I want to thank you for your interest in Invest Financial Services and taking the time out to inquire about our commercial loan product. To see if you qualify, we will need to collect some information regarding the property and borrower, if it is not yourself. It is important you fill out as much information as possible, so we can paint a picture of what the status of the property is and what the borrowers’ intentions are during the course of this loan.

    Being that commercial loans are more intricate; we will need to know not just about the property but information on the borrower/borrowers as well.

    Below you will see the questions we will need you to answer, to see if you qualify and how we can best assist you with your commercial loan request. If you have any questions in the meantime, please don’t hesitate to reach out to me via email:

    vanessa@investfinancialservices.com oroffice (985) 956-7182 or cell (985) 662-2329

  • Below are some additional documents we will need for the qualification process, not all will apply.

    ●        Please provide interior and exterior photos. (Required for review)

    ●        Please provide an executive summary (Required for review) –

    o    The executive summary tells us how the loan will be utilized and gives us confidence the borrower has thought through the details, planned for contingencies, and conducted research as to the costs.

    ●        Please provide the subject property rent rolls if applicable.

    ●        Please provide a pro-forma P&L if un-stabilized.

    ●        Please provide any copies of demographic research, appraisals, or feasibility studies.

    Thank you and I look forward in working with you!

     

     

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