Borrower Name:
(entity and individual) : |
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| Your position in relation to loan request : |
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Broker Name:(f applicable) :
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| What is the reason (transaction type)for the loan ? |
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| Loan Amount requested : |
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| Confirm contracted Purchase Price : |
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| What type of property & address ,(exact description,land, apts…) |
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If a loan other than purchase is requested, what is reason and how will a loan (bank or short term loan help)?
Property History(original purchase price and date) |
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| Discuss timing, deadlines and when loan must fund : |
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| Discuss exit strategy from bridge financing(if applicable): |
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| Describe property (units, sq feet, location ,etc) |
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insert link to appraisal district
or exact name as it appears on appraisal district link: |
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| What is Gross monthly income and expenses (if income property) : Note proforma if vacant now (required): |
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| Borrower AND broker Phone number : |
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| Email Address: |
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| Address or exact location of property: |
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Discuss financial Strength (good and bad) of borrowers and sponsors.
Why the borrower may or may not be bankable and looking towards some sort of bridge or soft money lending. |
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Borrower(s) : net worth
(do you have PFS) |
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| Borrowers total cash liquidity( a must for “soft money” long term loans) : |
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Borrowers related experienced owning-developing related projects:
How many in past and currently owned |
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| upload any available 3rd party documents (appraisal, survery, photos, contract..) |
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For Land Transactions:
Discuss utilities, zoning, any site restrictions and easments. |
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