RADIX HAWK DEBT REQUEST FORM

COMMERCIAL FINANCE REQUEST FORM

Chris Wezel | VP Commercial Lending | M. (321) 303-9195 | E. chris.wezel@radixhawk.com
Radix Hawk Capital would like to thank you for the opportunity to assist with your CRE financing needs. Once you submit your loan request and requested due diligence documents, Radix Hawk will perform the following services:
1. Preliminary Mortgage Due Diligence
2. Risk Underwriting
3. Credit Analysis
4. Assess Critical Loan Components
5. Correlate loan request to Credit Policy Matrix
6. Macro-Economic Market Research
7. Micro Economic Market Research
8. Key Indicator Market Analysis
9. Primary Market Area Rent Analysis
10. Primary Market Area Leasing Analysis
11. Primary Market Area Construction Pipeline
12. Primary Market Area Sales & Trend Analysis.
13. Primary Market Area Supply & Demand Trends
14. Primary Market Area Rent & Vacancy Trends
15. Independently Underwrite Project Feasibility in Relation to PMA
16. Build Out 5 Year Pro Forma
17. Monte Carlo Simulation of Conditions against 1,000 Variables
18. Deliver to Client Underwriting Report with Probability of Placement Success
19. Build Executive Debt Placement Summary Package
20. Build out Debt Package within Proprietary Software of 5k+Debt Institutions
21. Develop Financial Institution Target List Correlated to Placement Terms
22. Strategic Placement, Distribution, and fulfillment of Loan Request
23. Reporting of Lender Analytics found only in our Proprietary Platform
24. Underwrite and Simulate Loan Conditions based on Receipt of Quotes
25. Deliver Report of Comparable Loan Scenario with Recommendations
Contact Information
Title:
Name
E-mail
Phone
Borrower Business Legal Name
Borrower Date Business Established

MonthDayYear
Borrower Business Tax ID
Borrower Business Ownership Percentage
Borrower Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are You Adding a Co-Borrower
Co-Borrower Title:
Co-Borrower Name

First NameLast Name
Co-Borrower E-mail
example@example.com
Co-Borrower Phone
Will Co-Borrower Have a Separate Business Entity
Co-Borrower Business Legal Name
Co-Borrower Date Business Established

MonthDayYear
Co-Borrower Business Tax ID
Co-Borrower Business Ownership Percentage
Co-Borrower Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Loan Overview
Loan Type
Purpose of Loan
Small Business Loan Type
HOLD CTRL KEY TO SELECT ALL APPLICABLE
If SBA, Is There Real Estate Property Involved
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property Type
Property Purchase Process
Estimated Property Value
Will Property Owner Occupied
Desired Closing Date

MonthDayYear
Date

Desired Terms

Input Pro Forma Information for Bridge, Development, Construction Projects
Desired Term
Recourse
Is it a buy & Hold
Estimated Improvement Cost
Estimated PIP (Property Improvement Plan) Investment
Loan Request

Input Pro Forma Information for Bridge, Development, Construction Projects
Loan Amount
Amortization
Target Interest Rate
LTV or LTC
Desired Amount of Cash Out
Construction Profile
Project Start Date

MonthDayYear
Date
Project End Date

MonthDayYear
Date
Operations Begin Date

MonthDayYear
Date
Stabilization Date

MonthDayYear
Date
Exit Date

MonthDayYear
Date
Project Budget
Hard Costs
Soft Costs
FF&E
Finance and Closing Costs
Property Profile

Input Pro Forma Information for Bridge, Development, Construction Projects
Number of Units
Avg Rent Per SF
Occupancy Percentage
Total Rental Revenue
Effective Gross Income
Total Operating Expenses
Net Operating Income
Net Rentable Square Feet
Property Purchase Price
Lease Terms

Office, Retail and Industrial Lease Details
Avg Remaining Lease Terms (In Years)
Avg Annual Rent Increase %
Lease Type
Hospitality Property Profile
Name of Hotel
Is Hotel Franchised
Brand Affiliation (Flag)
Expiration Date of Franchise Agreement

MonthDayYear
Date
Year Built

MonthDayYear
Date
Number of Rooms
Floors
Property Purchase Price
T-12 Occupancy
T-12 ADR
T-12 RevPAr
T-12 Total Revenue
T-12 Total Departmental Expenses
T-12 Total Undistributed Expenses
T-12 Total Gross Operating Profit
T-12 Total Fixed Charges
T-12 Net Operating Income
Property Characteristics

Input Pro Forma Information for Bridge, Development, Construction Projects
Number of Buildings
Building Size Square Feet
Lot Size, Acres
Number of Stories
Year Built
Sponsor Profile
Properties Purchased Last Year
Co-Sponsor Properties Purchased Last Year
Properties Owned
Co-Sponsor Properties Owned
Average Property Price
Co-Sponsor Average Property Price
Years of Experience Investing in CRE
Co-Sponsor Years of Experience Investing in CRE
Net Worth
Co-Sponsor Net Worth
FICO Score
Co-Sponsor FICO Score
Liquidity
Co-Sponsor Liquidity
U.S. Citizenship Status
Co-Sponsor U.S. Citizenship Status
Sponsor State of Residence
Co-Sponsor Sponsor State of Residence
Please Provide a Short Summary on the Sponsor's Experience
Please Provide a Short Summary on the Co-Sponsor's Experience

UNDERWRITING NEEDS LIST

Upload Documents to Complete Loan Request
PROPERTY

Asset-specific document list for our preliminary underwriting and analysis of collateral
Purchase and Sale Agreement (If Under Contract, If Refinance, Copy of Note)

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Rent Roll

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Lease Agreements

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T-12 (Trailing 12 Month Operating Statement)

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Pro Forma - Five Years

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Operating Statements (Previous Two Calendar Years)

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Capital Improvement List (Capital Investments Made to the Property)

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Property Improvement Plan (PIP)

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STAR Reports (YTD and LY)

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Management Company Resume (If applicable)

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BORROWER

Information of all principals with 20% or greater ownership in the company
Borrower Personal Financial Statement

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Borrower's Last 3 Years of Personal Tax Returns

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Borrower's Last 3 Years of Business Tax Returns

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Borrower Resume

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Borrower Schedule of Real Estate Owned

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Co-Borrower Personal Financial Statement

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Co-Borrower Last 3 Years of Personal Tax Returns

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Co-Borrower Last 3 Years of Business Tax Returns

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Co-Borrower Resume

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Financial Reports

Only if you have completed inspection reports in the last 12 months
YTD P&L

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YTD Balance Sheet

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T-12 Operating Statement (Trailing 12 Months)

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Inspection Reports

Only if you have completed inspection reports in the last 12 months
Co-Borrower Schedule of Real Estate Owned

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Market Study and Appraisals

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Property Condition Assessment, ADA, Mechanical, Zoning, and Permit Reports

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Environmental Inspections (Phase I, II, III, and/or similar)

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ALTA or Boundary Survey

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I acknowledge that Radix Hawk Capital does not charge any upfront fees. I acknowledge and agree that only if Radix Hawk Capital successfully secures a loan on behalf of the borrower as a direct result of their efforts, with any financial institution, the borrower will be charged a loan success fee of 1% of the final loan amount to be paid at closing. This fee will be deducted from the loan proceeds.*

I, the borrower, agree
Signature*

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COMMERCIAL FINANCE REQUEST FORM

Contact Information

Loan Overview

Desired Terms

Loan Request

Construction Profile

Project Budget

Property Profile

Lease Terms

Hospitality Property Profile

Property Characteristics

Sponsor Profile

UNDERWRITING NEEDS LIST

PROPERTY

BORROWER

Financial Reports

Inspection Reports