Deal Summary- Real Estate Capital
Subject Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Dropbox / Google Drive Link - if you have one
Sponsor / Borrower Name
*
First Name
Last Name
Sponsor / Borrower Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Sponsor / Borrower Email
*
example@example.com
Primary Borrower Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Multiple Sponsors / Borrowers?
*
Yes
No
Co-Sponsor / Borrower Names, Addresses, Email, Phone# and Credit Scores
US Citizenship:
*
All borrowers are US Citizens
Primary borrower is US Citizen
Green Card Holder
Temporary Visa Holder
Closing Entity Name
*
Closing Entity Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Borrower Credit Score
*
Personal Net Worth $
*
Have any of the sponsors had any mortgage late payments within the last 12 months?
*
Yes
No
If you answered “yes” to having any mortgage late payments, please explain.
Property Type
*
Mixed Use (51% Residential)
Commercial Building
Multi-Family
Hotel
Resort
Restaurant
Single Family Home
Single Family Condo
Land Only
Number of Units
*
Property Land Size (acres)
*
Overall Current Building SQFT
*
Occupancy Rate %
*
Net Operating Income $
Current Monthly Property Gross Income
Construction / Rehab?
*
Yes
No
Total Construction / Rehab Budget $
Do you have a full project cost itemized breakdown?
*
Yes
No
Construction / Rehab (Already Completed $)
Construction / Rehab to be Completed $
As is Value $
*
ARV $ (after repair value)
Proposed SQFT (completed)
Transaction / Loan Type
*
Purchase
Refinance
Bridge
Rehab Only
New Construction
Purchase, Fix, and Flip
Purchase, Rehab, and Hold
2nd Position Purchase
2nd Position Closing
2nd Position Rehab
Do you currently own the property?
*
Yes
No
Total Cost $ (spent to date)
*
Date of Original Purchase
-
Month
-
Day
Year
Date
Purchase Price $
*
Is there current debt on the property?
*
Yes
No
Current amount owed on the property $
Current Lender Name (if property has a current loan)
Current Interest Rate % (if there is a current loan)
Current Loan Term (if there is a current loan)
Outstanding Loan Status
Current (paid on time)
Payment is Behind (late)
Loan is in Default
Loan is in Forbearance
Loan is in Foreclosure
Building Permit Status (applied / approved / waiting on plans, etc.)
Loan Amount Requested $
*
Loan Term (length of loan requested)
*
Preferred Closing Date
*
-
Month
-
Day
Year
Date
Your Liquidity $ (money secured in bank accounts, cash, or other financial institutions for immediate withdrawal)
*
Liquidity $ amount that CAN be put into the project prior to closing
Exit Strategy (multiple selection is okay)
*
Refi
Sell
Hold
Other
Estimated Monthly Rental Income $
*
Annual Taxes $
*
Annual Insurance $
*
Other Annual Expenses $ (HOA, Mandatory Maintenance, Etc.)
How many like projects have you completed in the last 3 years?
*
What is the borrower experience in this industry?
*
File Upload (purchase contract, title, schedule of real estate owned, personal financial statement, rent rolls, leases, etc.)
Browse Files
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Other information you’d like to share about the property, project, or deal
Who referred you to VanOrton Financial?
Signature
*
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