INTAKE QUESTIONNAIRE
*NOTE: Providing clear and accurate information in the following questionnaire will not only allow us to make a quick decision, it will empower our team with the knowledge to challenge any reservations that our loan committee may have towards approving your loan. The better we understand each deal and the more information that you provide, the easier and faster the process will be.
Loan Type
Please Select
Residential Purchase
Residential Refinance
Residential Rehab or Project Loan
Multi-Family Purchase
Multi-Family Refinance
Multi-Family Rehab Project or Bridge Loan
Office Purchase
Office Refinance
Office Rehab Project or Bridge Loan
Industrial Purchase
Industrial Refinance
Industrial Rehab Project or Bridge Loan
Retail Purchase
Retail Refinance
Retail Rehab Project or Bridge Loan
Mixed-Use Purchase
Mixed-Use Refinance
Mixed-Use Rehab Project or Bridge Loan
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Square Footage of the Building(s)?
Size/Acreage of the lot for the Subject Property?
Is the Property Currently Vacant?
Yes
No
Has a Single Purpose Entity or LLC Been Formed For the Purpose of Holding Title?
Yes
No
Entity Name
Guarantor(s)
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Property Address(es)
Loan Amount Request
Purchase Price
Will the Asset (Alone) Debt-Service Our Loan?
Yes
No
Reason That the Property Can't Debt-Service Our Loan
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Can the Borrower Service the Debt?
Yes
No
Current Estimated Value and Loan Amount (if applicable)
As-Is Property Value
As-Is Outstanding Loan Amount (if applicable)
Requested Term Preference of Loan
12 Months
24 Months
5 years
Borrower's Net Worth
List of Major Assets
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Borrower(s) Yearly Income
FICO(s)
Why Are They Buying This Particular Property?
Has the Property Been in Default Within the Last 2 Years?
Yes
No
How Did You Hear About Anderson Capital Lending?
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Complete if Rehab/Renovation Project or Bridge Loan
How Many Months to Complete the Rehab or Renovation Project?
Does the Property Have Deferred Maintenance?
Yes
No
Is Additional Collateral Being Offered to Make This Loan Work?
Yes
No
What is the Value of the Additional Collateral?
Address of the Additional Collateral Being Offered
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Does the Owner(s) Occupy or Intend to Occupy This Property?
Yes
No
Does the Borrower Have Experience With This Type of Deal Within the Last 3 Years?
Yes
No
List the Borrower(s) Pertinent Experience
Is There Currently a Property Manager?
Yes
No
Who is the Property Manager?
Is a Survey Available For This Property?
Yes
No
Is There a Phase-1 and/or Phase-2 Available For This Property?
Yes
No
Yearly Net Operating Income
Is the Property Stabilized?
Yes
No
Why is the Property Not Stabilized?
Are Permits Being Paid From The Proceeds of Our Loan?
Yes
No
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What is the Cost to Pull Permits?
Is This a Mid-Construction Loan Request?
Yes
No
Are There Any Outstanding Construction Invoices That Need to be Paid at Closing?
Yes
No
What % of Construction Has Been Completed?
Why Was the Project Not Completed?
How Many Months to Complete the Construction?
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Now that you have answered our intake questions, please provide a summary of the deal that will give our team a clear picture of what you are trying to accomplish and why. The better we understand the deal, the easier it is for us to make a quick decision. Full disclosure is always the best approach, as we are then able to structure the deal so that it makes sense to our loan committee. If we understand the challenges of the deal we have a better chance at being able to come up with creative solutions to ensure it closes.
*
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State
Zip Code
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Submit
Should be Empty: