Commercial Loan Form &#8211; Jack Artinian

COMMERCIAL LOAN FORM
This form is a preliminary step in the loan process and is intended to streamline communication, organize key information, and expedite the evaluation of the loan request. It does not constitute a loan commitment, but rather helps us determine the best possible solution for the borrower’s financing needs. All information collected is treated confidentially and in compliance with applicable privacy laws.

Referring Agent / Loan Officer / Consumer Information
Collects details about the person submitting the commercial loan scenario—whether it’s a referring agent, broker, or the consumer themselves. This ensures clear communication and accurate tracking of referrals.

Disclaimer:

By providing your information, you consent to be contacted about this commercial loan scenario. Your information is confidential and will be used solely for evaluating this loan request.
Are you the borrower or consumer filling this formyourself? (Yes/No)
Referring Loan Officer/Agent Name

First NameLast Name
Company Name (if applicable)
Referring Loan Officer/Agent Name's Email Address
Referring Loan Officer/Agent Name's Phone Number
Referring Agent’s NMLS ID (if applicable)

Loan Purpose and Terms
Captures key details about the requested commercial loan: the amount, purpose, term, amortization, and LTV. This helps us align the request with the appropriate loan programs.

Disclaimer:

This information is preliminary and does not guarantee loan approval. All scenarios are subject to underwriting review.
Transaction Type
Requested Loan Amount
Estimated Property Value (if refinance or other)
Purpose of Loan
Requested Loan Term
Requested Amortization
Requested Loan-to-Value (LTV) (numeric)

Property Information
Details the commercial property involved in the transaction, including location, type, value, and operational details. This information helps us assess the property’s potential as collateral.

Disclaimer:

Property information is used solely for the evaluation of the commercial loan request and will remain confidential.
Subject Property Address (Street, City, State, ZIP)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property Type
Occupancy Type
Current Occupancy %
Annual Gross Rents Collected (Monthly)
Net Operating Income (NOI)
Gross Square Footage

Borrower/ Entity Information
Gathers the applicant’s business details, including entity type, contact information, credit profile, and annual revenue. This section helps us understand the business’s financial position and eligibility.

Disclaimer:

We may verify this information as part of the application process. By completing this section, you authorize us to perform such verification as needed.
Borrower Name / Business Entity Name
Entity Type
Contact Name

First NameLast Name
Contact Email
Contact Phone Number
Entity’s Tax ID / EIN
Time in Business
Bankruptcy, Short Sale, or Foreclosure?
Borrower’s Credit Score Range
Industry / NAICS Code

Ownership Structure
Identifies key stakeholders and ownership percentages within the business entity. This information helps determine who will sign as guarantors or sponsors for the loan.

Disclaimer:

Ownership details are required for underwriting and compliance purposes and will be kept confidential.
Primary Owner Name

First NameLast Name
Ownership Percentage
Owner Name 2

First NameLast Name
Ownership Percentage 2
Owner Name 3

First NameLast Name
Ownership Percentage 3
Guarantors (if applicable)

First NameLast Name

Existing Debt and Liabilities
Lists the business’s existing financial obligations, including current mortgages, liens, or other business debts. This section helps us calculate debt service capacity.

Disclaimer:

Providing accurate debt information ensures we can evaluate the business’s ability to support the requested financing.
Current Mortgages/Liens on Property (list details)
Outstanding Business Debt (estimated total)
Debt Service Coverage Ratio (if known)

Income and Financial Documentation
Outlines required financial documents and supporting information necessary to process the commercial loan application. Uploading documents now can speed up the process.

Disclaimer:

Uploaded documents will be reviewed for eligibility and underwriting purposes only and will be handled in accordance with applicable privacy laws.
Can you document your income?
Tax Returns

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Profit & Loss Statement

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Rent Roll

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Operating Statements

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CPA Letter

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Additional Financial Notes / Comments

Additional Notes
An open space to add any comments, notes, or additional information. This section may also include consent language and an e-signature to finalize the submission.

Disclaimer:

By signing and submitting, you acknowledge that this is a preliminary loan scenario and does not constitute a commitment to lend. All information provided is subject to verification and review.
Type a question

I consent to receiving text messages from Arcstone Financial.
“I authorize the lender to obtain my credit report and review this information as part of the commercial loan application process.”

I consent to receiving text messages from Arcstone Financial.
Credit Report Authorization Signature

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COMMERCIAL LOAN FORM