CONSTRUCTION INTAKE FORM

CONSTRUCTION INTAKE FORM
Please complete all fields below. Once you submit the form, it will get routed to our pricing team for a no-obligation Term Sheet! We do NOT pull credit. For now, we simply use your estimated FICO.
If you are a broker, put your name and contact in last Notes field.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Project Name
What is the Borrowing Entity name
Project Street Address
Project City
Project ZIP*
Is this a Purchase or Refinance?
What is or was the purchase price?
Seller Carryback Amount enter amount or 0 if not applicable
Please Upload PSA (Purchase & Sales Agreement)

Cancelof
What is the Purchase & Sales Agreement closing date?

MonthDayYear
Date
What is the preferred closing date for the new loan?*

MonthDayYear
Date
What is the estimated current market value of the property
What best describes the current property?
Finished Project Type
Average Square Footage of Units
Project Loan Program
How many lots will be developed
What are the total estimated costs to complete development not including land costs
Development Costs Paid To Date enter amount or 0 if not applicable
How many months will it take to complete development
What is the total combined value of the lots, when development is completed?
How many vertical units will be constructed?
What are the total estimated vertical costs to complete the project (not including land costs)?
Vertical Costs Paid To Date enter amount or 0 if not applicable
How many months on average to construct each unit
How many months between each start, if multiple units and not being completed concurrently?
How many additional months will be needed to market and sell or refinance each unit?
What is the total combined vertical value of the project when completed?
Preferred Payment
How many units are you starting at once?
What is the current Permit Status for the project?
What is the exit strategy for the project?
What is preferred down payment?
What is preferred estimated loan amount?
What is the preferred loan term in months?
Name

Primary Guarantor First NamePrimary Guarantor Last Name
Enter total number of guarantors
What type of loan guaranty is preferred? An unconditional guaranty means that the guarantor is liable for the borrower's obligations. For limited carve-out and completion guarantees, the guarantor is liable for select bad acts of the borrower, and for completing the project.
What is the estimated average credit score of the guarantor(s)?
How many similar projects has the borrower or guarantor group completed in the last 18 months?
Please provide any additional details about the project:
Should be Empty:

CONSTRUCTION INTAKE FORM

If you are a broker, put your name and contact in last Notes field.