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Project Information
Project Name
Project Address
Project Website
Loan Request
Loan Amount
Loan Type
Terms
LTV %
Total Cost of project
Date Funds are needed
Referral Source
Name
Address
Phone (include alternate numbers for contact):
Fax
Email
Website
General Questions
Is there a Purchase Agreement in place? Yes No
Do you have an Executive Summary? Yes No
Is there a Pro-Forma available? Yes No
Has the applicant been turned down before? Yes No
Does the applicant have reserves to pay for 3rd party reports, appraisals and due diligence? Yes No
Will the applicant sign personally? Yes No
Is there currently any revenue generation from the project? Yes No
Are there any current or back taxes owed? Yes No
Have all regulatory or government approvals been obtained? If no please explain. Yes No
Explanation
Detailed Project Information
Project Type
What Stage is the project in?
What year was the property purchased?
% of property occupied today?
Current "AS IS" value of property?
Is an appraisal available?
For Construction Loans- Are the entitlements / permits in place?
Total "Cash" Investment to date?
Total of future "Cash" Investment?
Description of Property or Project:
What are project strengths?
What are project weaknesses?
Exit Strategy:
Pre-Sales or Pre-Leasing Information:
Deposit Amounts Collected?
How will the Loan be repaid?
Financing Information
Purpose of the Funding:
Will Borrower consider equity participation of JV partners?
Use of proceeds:
Total financing amount requested:
LTV%
Will Borrower Cross Collateralize? If so, please list properties, values, and debt on property. Additional Information:
Applicant/Principle:
Phone
Phone Alt
What is Borrower Net Worth?
How much is Liquid?
Co Applicant/Principle (If Applicable):
Company/Business Information
Business Name
Business Address
Business Phone
Business Phone2
Business Fax
Business Email
Business Website
Type of Business Entity: Sole Proprietorship Partnership Corporation
Type: C Corporation S Corporation Privately Held Publicly Traded International Corp
Country, State, or County Of Incorporation:
Date Business Started:
Country, State, or County of registration
Fed ID Number
Corporate Bank Name
Additional Comments
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