Referral Partner Application

Section 1: Who's Filling This Out
Referral Partner Name

First NameLast Name
Referral Partner Email
example@example.com
Referral Partner Phone Number
Please enter a valid phone number.
Market / Region
Main Point of Contact

YesNo

Section 2: Referral Partner
Role

BorrowerCommercial Banker / LenderCommercial Real Estate BrokerLoan / Mortgage BrokerResidential Realtor or Loan OfficerCPA / AccountantAttorneyOther
How do you know the borrower?

Section 3: Borrower Info
Borrower Full Name

First NameLast Name
Business Name (if any)
Borrower Phone
Please enter a valid phone number.
Borrower Email
example@example.com
Citizenship

US CitizenGreen CardITINUS Citizen Other
Credit Estimate

ExcellentGoodFairPoorUnknown

Section 4: What Are They Trying to Do?
Select all that apply

Buy a commercial building (owner-user)Buy an existing businessRefinance/restructure a businessBuy a rental property (triplex or larger)Buy retail, office, or industrial propertySell a business or buildingJust exploringOther

Section 5: Deal Details (if applicable)
Property Type
Estimated Purchase Price $
Estimated Down Payment $
Monthly Gross Rent $
% of Property Owner-Occupied
Property Address

Street Address

Street Address Line 2

CityState

Zip Code
Business Industry
Years in Operation.
Gross Revenue (12 mos) $
Net Profit (12 mos) $
Employees

YesNo
If yes, how many?
Acquisition?

YesNo
Seller Carry?

YesNo

Section 6: Liquidity & Real Estate
Own other real estate?

YesNo
If yes, list addresses & equity
Liquid Assets Estimate $
Comfortable with 10%+ down?

YesNoNot Sure

Section 7: Notes & Files
How did this conversation come up?
Live deal or future opportunity?
Any red flags or concerns?
Can we contact borrower directly?

YesNo
File Attachments

Cancelof
NOTES
Should be Empty: