Commercial Mortgage Loan Summary

Please take a moment to fill out this short form, it will give us the preliminary information necessary to understand your commercial mortgage loan needs and respond back to you in a timely manner.

Contact Information:  

Name  
Address 
City   State   Zip Code
Phone Number
Fax Number
E-Mail        
Best Time to Contact You  Select Days Evenings Weekends Anytime
You Are a Select Borrower Loan Broker Realtor

Borrower Information (ownership of 25% or more):  

Company Name   
Company Fed ID# or DUNNS# 
Borrower Name   
Borrower Home Address 
City State   Zip Code
Borrower S.S.#
Borrower Home Phone
Borrower Work Phone
Borrowers Occupation

Co-Borrower Information (ownership of 25% or more):

Co-Borrower Name (if applicable)  
Co-Borrower Address 
City State   Zip Code
Co-Borrower S.S.#
Co-Borrower Home Phone
Co-Borrower Work Phone
Co-Borrower Occupation

Subject Property Information:

Address of Property
City  State  Zip
What Is The Borrowing Entity? Select Sole Proprietor Partnership LLC Corporation
Is This a Purchase or Refinance? Select Purchase Refinance
If A Refinance, Do You Need Cash Out?  N/A Yes No

If Cash Out, How Much Cash is Needed? 
If Refinancing, How Long Have You Owned The Property? N/A 1-12 Months 2-3 Years 4-5 Years 6-8 Years 9-12 Years 13 Years +
What Type of Property is This? Select Multi-Family Mixed Use Office Retail Strip Mall Warehouse Mobile Home Park Self-Storage Convenience Store Auto Services Bed and Breakfast Camp Ground RV Park Car Wash Motel/Hotel Industrial/Manufacturing Marina Day Care Center Funeral Home Nursing Home Assisted Living Restaurant Golf Course OTHER
Number of Units

Will the Borrower Occupy the Property?  N/A Yes No
Sales Price or Appraised Value
Is an Appraisal Available? Select Yes No
Amount of Existing Mortgage (If Refinancing)
Loan Amount Desired (consider closing costs if refinancing)
Gross Operating Income (yearly)
Net Operating Income (yearly)
Is Seller Financing Involved? N/A Yes No
Your Approximate Net Worth  Select Less Then $100,000 $100,000 - $250,000 $250,000 - $500,000 $500,000 - $1,000,000 $1,000,000 - $2,000,000 $2,000,000 - $5,000,000 $5,000,000 Plus
What are Your Intentions? Select I may sell the property within a few years. I intend to retain property for many years.
How Would You Rate The Borrower's Credit? Select A++ Credit - 720 plus score A+ Credit - 700 to 719 score A Credit - 680 to 699 score A- Credit - 640 to 679 score B Credit - 600 to 639 score C Credit - 575 to 599 score D Credit - Below 575 score Unknown Credit Score

Will Borrower Provide Income Documentation? Select Full Income Documentation Stated Income Program Needed

Please tell us a little about your scenario.