Loan Selector Form

1
What type of capital are you looking for?* This field is required.
Real Estate
Working Capital
Business Acquistion
Equipment/Machinery
Franchise Development
Partner Buyout
Business Startup
Something Else
2
Real estate is wonderful! What kind of financing do you need?* This field is required.
New Purchase
Refinance
Construction
Something Else
3
Refi's are great!* This field is required.What kind of refi are you looking for?
Rate/term Refi
Cash Out Refi
Bridge/Short-Term
Something Else
4
What is the total purchase price?* This field is required.This is the total cost of the new property you’re buying.
5
How much financing would you like us to help you line up for this purchase?* This field is required.
6
Will your business be moving in, or are you buying it as an investment?* This field is required.
7
How much are you planning to contribute as a down payment?* This field is required.
8
What is the total amount you want to refinance?* This field is required.
9
What is your goal for refinancing?* This field is required.
Lower Payments
Better rate
Cash Out
Term change
Other
10
What type of construction project is this?* This field is required.Ground-Up Development, Expansion, Renovation, Tenant Improvement, Other
11
What is the total construction cost?Include land, materials, labor, and permitting if applicable.
12
What stage is your construction project currently in?* This field is required.Planning, Permitting, Under Construction, Ready to Start
13
What is the expected completion timeline?* This field is required.0–6 months, 6–12 months, 12+ months
14
What will you use the working capital for?
Payroll
Marketing
Inventory
Something Else
15
How much capital are you looking to access?* This field is required.
16
What is your average monthly revenue?* This field is required.
17
We love helping finance business acquisitions* This field is required.What type of financing are you looking for?
SBA
Conventional
CalCAP
Help me decide!
18
Are you purchasing an existing business or a franchise?Details of your acquisition.
19
What is the total acquisition cost?
20
How much personal capital are you contributing? Include cash or equity contribution.
21
Purchase price?* This field is required.
22
How much equity or cash will you contribute?
23
You clicked "something else", tell us about it!* This field is required.Add any information about what you need and/or how we can help.
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Ok
24
What is the total amount of funding you’re seeking?* This field is required.
25
What is the intended use of the funds?* This field is required.Describe what this funding will help you achieve (for example, acquisition, bridge financing, redevelopment, or investment).
26
What type of equipment or machinery are you looking to finance?Briefly describe the equipment or machinery type.
27
What is the estimated cost?Enter the purchase or lease cost.
28
Do you currently have equipment financing in place?
YESNO
29
Are you a current franchisee or starting a new location?Choose the option that applies to you.
Existing Franchisee
Starting a new location
30
What is the total investment required?* This field is required.Include franchise fees, build-out, and startup costs.
31
What stage are you in?* This field is required.
Application
Launch
Build-out
Expansion
32
What is the total acquisition cost?* This field is required.
33
What percentage of the business are you buying out?* This field is required.Provide your best estimate of the buyout amount.
34
What is the estimated value of the partner’s equity?* This field is required.
35
Will this buyout involve additional restructuring or refinancing?* This field is required.
YESNO
36
What stage is your startup in?* This field is required.
Concept
Pre-launch
Early Operations
Scaling
37
How much total startup funding are you seeking?* This field is required.Enter your desired total funding amount.
38
Have you developed a business plan or financial projections?* This field is required.
YESNO
39
What's the property type?* This field is required.
Office
Retail
MultiFamily
Industrial/Warehouse
SFR Rental 1-4
SFR Rental 5-8
Self Storage
Hospitality
Gas Station
Land
Mobile/RV Park
Canabis
Car Wash
Medical/Dental/Vet
Daycare/Education
Hotel/Motel
Mixed Use
Church/Religious
Automotive
Something Else
40
What state is the property located in?* This field is required.
AL - Alabama
AK - Alaska
AZ - Arizona
AR - Arkansas
CA - California
CO - Colorado
CT - Connecticut
DE - Delaware
FL - Florida
GA - Georgia
HI - Hawaii
ID - Idaho
IL - Illinois
IN - Indiana
IA - Iowa
KS - Kansas
KY - Kentucky
LA - Louisiana
ME - Maine
MD - Maryland
MA - Massachusetts
MI - Michigan
MN - Minnesota
MS - Mississippi
MO - Missouri
MT - Montana
NE - Nebraska
NV - Nevada
NH - New Hampshire
NJ - New Jersey
NM - New Mexico
NY - New York
NC - North Carolina
ND - North Dakota
OH - Ohio
OK - Oklahoma
OR - Oregon
PA - Pennsylvania
RI - Rhode Island
SC - South Carolina
SD - South Dakota
TN - Tennessee
TX - Texas
UT - Utah
VT - Vermont
VA - Virginia
WA - Washington
WV - West Virginia
WI - Wisconsin
WY - Wyoming
41
What state is the business located in?* This field is required.
AL - Alabama
AK - Alaska
AZ - Arizona
AR - Arkansas
CA - California
CO - Colorado
CT - Connecticut
DE - Delaware
FL - Florida
GA - Georgia
HI - Hawaii
ID - Idaho
IL - Illinois
IN - Indiana
IA - Iowa
KS - Kansas
KY - Kentucky
LA - Louisiana
ME - Maine
MD - Maryland
MA - Massachusetts
MI - Michigan
MN - Minnesota
MS - Mississippi
MO - Missouri
MT - Montana
NE - Nebraska
NV - Nevada
NH - New Hampshire
NJ - New Jersey
NM - New Mexico
NY - New York
NC - North Carolina
ND - North Dakota
OH - Ohio
OK - Oklahoma
OR - Oregon
PA - Pennsylvania
RI - Rhode Island
SC - South Carolina
SD - South Dakota
TN - Tennessee
TX - Texas
UT - Utah
VT - Vermont
VA - Virginia
WA - Washington
WV - West Virginia
WI - Wisconsin
WY - Wyoming
42
Can you tell us more about what you’re hoping to accomplish with your refinance?
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43
Is your goal to reduce monthly payments, free up cash, or restructure your debt?
44
Are you refinancing a property you currently own or one you’re looking to acquire?
45
Can you tell us a bit more about what you’ll be using the funds for?* This field is required.
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46
Is this for a new initiative, or to support an existing part of your business?* This field is required.
47
Are you looking to cover a short-term need or support longer-term growth?* This field is required.
48
Briefly describe what type of capital or funding you’re seeking.* This field is required.Tell us what you need funding for.
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49
How much funding would you like to access?* This field is required.
50
What is the intended use or goal for the funds?* This field is required.Describe your primary funding purpose.
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51
What's your full name?* This field is required.
First Name
Last Name
52
Perfect, how about your email address?* This field is required.
example@example.com
53
And your phone number?* This field is required.Please provide a cell number if possible as our team also utilizes text messaging to communicate.
Please enter a valid phone number.
54
Lastly, what is the property address that financing is needed for?* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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