COMMERCIAL FINANCE REQUEST FORM

COMMERCIAL FINANCE REQUEST FORM

Chris Wezel | Chief Lending Officer
M. (321) 303-9195 | E. chris.wezel@elevationlenders.com
Who can we thank for referring you to us?
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
Purpose of the Loan
Real Estate Project Overview. (Only if real estate is included in this transaction)
This Project’s Financial Projections
Exit Strategy
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 Be Owner Occupied
Desired Closing Date

MonthDayYear
Date

Desired Terms

Input Pro Forma Information for Bridge, Development, Construction Projects
Desired Term
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 Annual Rental Revenue
Gross Income
Total Annual 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
Borrower Profile
Borrower Properties Purchased Last Year
Borrower Properties Owned
Borrower Average Property Price
Borrower Years of Experience Investing in CRE
Borrower Net Worth
Borrower FICO Score
Borrower Liquidity
Borrower U.S. Citizenship Status
Borrower State of Residence
Please Provide a Short Summary on the Borrower's Experience
Co-Borrower Profile
Co-Borrower Properties Purchased Last Year
Co-Borrower Properties Owned
Co-Borrower Average Property Price
Co-Borrower Years of Experience Investing in CRE
Co-Borrower Net Worth
Co-Borrower FICO Score
Co-Borrower Liquidity
Co-Borrower U.S. Citizenship Status
Co-Borrower State of Residence
Please Provide a Short Summary on the Co-Borrower's Experience

UNDERWRITING NEEDS LIST

Upload Documents to Complete Loan Request
The documents on this page are required in order to receive loan quotes.
BORROWER

Information of all business owners with 20% or greater ownership in the company
Borrower's Personal Financial Statement

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Download a Personal Financial Statement Template
Borrower's Last 3 Years of Personal Tax Returns (or 2 Years Plus Current Year's Extension)

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Borrower's Resume or Outline of Professional Experience

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Borrower's Schedule of Real Estate Owned

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Download a Schedule of Real Estate Owned Template
Borrower Drivers License

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Co-Borrower's Personal Financial Statement

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Co-Borrower's Last 3 Years of Personal Tax Returns (or 2 Years Plus Current Year's Extension)

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Co-Borrower's Last 3 Years of Business Tax Returns

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Co-Borrower's Resume or Outline of Professional Experience

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Co-Borrower's Schedule of Real Estate Owned

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Co-Borrower Drivers License

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Business Financial Reports

Documents needed if you are purchasing a property through a business.
YTD Profit & Loss

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YTD Balance Sheet

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T-12 Operating Statement (Trailing 12 Months)

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Debt Schedule

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Download a Debt Schedule Template
PROPERTY

These documents are only in reference to the property being purchased.
Offering Memorandum (if available)

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Purchase and Sale Agreement or Letter of Intent (If Under Contract, If Refinance, Copy of Note)

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Rent Roll

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Download a Rent Roll Template
Property's T-12 (Trailing 12 Month Operating Statement)

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Property's P&L Statements (Previous Two Calendar Years)

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Capital Improvement List (Capital Investments Made to the Property)

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Management Company Resume (If applicable)

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NEW BUSINESS / START-UP
Pro Forma - Five Years

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Download a 5-Year Proforma Template

OPTIONAL

Depending on your specific transaction, some of the following documents may be necessary. If you have any of the documents readily available please upload to assist with any additional questions lenders may have.
Business Financial Reports

If you are purchasing a property through a business.
Borrower's Last 3 Years of Business Tax Returns (or 2 Years plus Current Year's Extension)*

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Business Bank Statements (2 Months)

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PROPERTY

Asset-specific document list.
Lease Agreements

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Property Improvement Plan (PIP)

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STAR Reports (YTD and LY)

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Inspection Reports

Only if you have completed inspection reports in the last 12 months
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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Other Documents

Upload any other documents pertinent to the loan.
Other Documents

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I acknowledge that Elevation Lenders does not charge any upfront fees. I acknowledge and agree that only if Elevation Lenders 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. If Elevation Lenders secures an SBA loan on behalf of the borrower, the borrower will not be charged any brokerage fee.*

I, the borrower, agree
Should be Empty:

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

Borrower Profile

Co-Borrower Profile

UNDERWRITING NEEDS LIST

The documents on this page are required in order to receive loan quotes.

BORROWER

Business Financial Reports

PROPERTY

NEW BUSINESS / START-UP

OPTIONAL

Depending on your specific transaction, some of the following documents may be necessary. If you have any of the documents readily available please upload to assist with any additional questions lenders may have.

Business Financial Reports

PROPERTY

Inspection Reports

Other Documents