Financing Intake Form

LOAN INFORMATION
LIEN INFORMATION
COLLATERAL INFORMATION: Collateral Type, a. Investment Real Estate: Residential, Multifamily, Office, Retail, Industrial, Mixed-Use, Hotel, Self-Storage, Mobile Home Parks. Medical, Senior Care Facilities, Golf Courses & Marinas
Owner Occupied:
GUARANTOR(S) INFORMATION
USE OF PROCEEDS: Please provide a concise description, a few sentences, on the Use Of Proceeds (i.e., discuss: acquisition, refinance, site
improvement, tenant improvements, planning, design/permitting, carry costs and etc..).
EXIT STRATEGY: Please provide a concise description, a few sentences on the Exit Strategy (e.g. discuss prospective buyer, prospective
permanent financing). We will require a borrower that has thought through multiple & viable exit strategies.
OBSTACLES: Please disclose reasons other lenders have declined, how long you have been seeking financing, and anything you feel we
should know.
DISCLOSURES *
Any additional Information:
Upload PDF's Only: Tax returns, Bank statements, YTD P&L & Balance Sheet, 1003 forms, and or any others appropriate. (You can upload multiple docs at once)
Select files
Submit Application

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