COMMERCIAL LOAN LEAD REFERRAL FORM (Broker to Refer a Borrower

Commercial Loan Referral Form
Referred by:
Today's Date

MonthDayYear
Referrer's Phone Number
Please enter a valid phone number.
Referrer's Email
example@example.com
Borrower's Name

First NameLast Name
Client's Phone Number
Please enter a valid phone number.
Client Email
Loan Overview

Include just the information you have at this point. Elevation Lenders will contact the client for additional information.
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Loan Amount
Property Type
Loan Type
Loan Purpose
Desired Term (Years)
Desired Closing Date

MonthDayYear
Date
Is this a buy and hold?

YESNO
Will this be owner occupied?

YESNO
Comments
Should be Empty:

Commercial Loan Referral Form