Title * First Name Last Name Company Email Phone Company Phone Your LocationThis information is about yourself, not the subject property. Country USACanadaOther State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDist of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Province AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanNorthwest TerritoriesNunavutYukon Country State/Province City What is your primary role in this loan request? BorrowerMortgage BrokerReal Estate AgentAttorneyConsultantBorrower’s Family MemberOther Specify Your Role Requested Loan Amount $ Loan-to-Value % Preferred Loan Term months Lien Position 1st2nd3rd4th Collateral Type Residential PropertyCommercial PropertyCommercial Property Ground Lease Will the loan be collateralized by multiple properties? NoYes, all are residential propertiesYes, all are commercial propertiesYes, a mix of residential and commercial properties Fill out the form for one of the properties At the end of the form you can enter the additional properties. Residential Property Property Type Single Family ResidenceCondominiumCooperativeDuplexTriplexFourplexMixed-UseLandPortfolio of Residential Properties Unit Mix Number of Residential Units Number of Commercial Units Number of Residential Properties in Portfolio Number of Bedrooms Number of Bathrooms Will the subject property be occupied by the borrower or borrower’s family members during the loan term? NoYesMaybe Loan Type RefinancePurchasePurchase, Rehab Fix & FlipPurchase, Rehab & RentPurchase & Ground-Up ConstructionGround-Up Construction (already own land)Note Purchase Land Current Zoning Residential Land Multifamily Land Agricultural Land Industrial Land Office Land Retail Land Hospitality Land Commercial Land Special Purpose Land Entitlement Status EntitledNot EntitledIn Process Development Status Planning to Develop SoonNot Planning to DevelopZoning Change in ProcessBuilding Approval in ProcessBuilding Plans Approved by Local Government Existing Improvements Street Access Electricity Gas Water Communication Residential Structure Commercial Structure Does Land Currently Generate Income?(temp use, storage, billboard, parking, etc.) NoYes Does the Property Consist of Multiple Parcels? NoYes Number of Parcels Refinance Current Market Value $ Are there any existing mortgages on the subject property? 1st 2nd 3rd 4th 1st Mortgage Balance $ 2nd Mortgage Balance $ 3rd Mortgage Balance $ 4th Mortgage Balance $ Will equity be cashed out in this refinance loan? NoYes Purpose of Cash Out Funds Improve Subject PropertyInvest in Another PropertyInvest in a BusinessBusiness Working CapitalPersonal Use Cash Out Use Details Have a Recent Appraisal? NoYes Appraisal Date Purchase Has a subject property been located? YesYes, and it’s under contractNot Yet Preferred Closing Date Purchase Price $ What amount of the total cost will the Borrower/Sponsor contribute? $ Source of Borrower’s Contribution Own CashPartnerEquity in Subject PropertyEquity in Another Investment PropertyEquity in Primary ResidenceSeller FinancingCrowdfundingFamilyFriend Loan-to-Cost % What is the eventual plan for the property within the next 12 months? Rent It (property delivered vacant)Continue Rental (property is tenant-occupied)Sell ItOccupy ItRedevelopNew ConstructionOther Other Property Plan Rehab Estimated Renovation CostsIf Borrower is not seeking additional funds for the renovation, change the Loan Type to Purchase or Acquisition. Description of Renovation Project Does the Borrower Have a Renovation Budget? NoYes Future Value $ Loan-to-Value Based on Future Value % How many property renovation projects has the Borrower completed as an investor? Is the Borrower a licensed contractor? NoYes Does the Borrower have a renovation team ready to work on the project? NoYes Construction Completed Property Type ResidentialCommercial Completed Residential Property Type Single Family Residence(s)2-4 Units MultifamilyMixed-Use Completed Commercial Property Type MultifamilyRetailIndustrialOfficeMixed-UseHospitalityHealthcareOther Other Completed Commercial Property Type Completed Number of Units Construction Project Phase PlanningShovel-ReadyPartially Completed Current Land Value $ Estimated Construction Costs $ Description of Construction Project Does the Borrower have a construction budget? NoYes How many construction projects has the Borrower completed as an investor? Is the Borrower a licensed builder? NoYes Property Square Footage Commercial Property Property Type MultifamilyRetailOfficeIndustrialMixed-UseLandHospitalityHealthcareStorage FacilityAutomotiveAgriculturalOther Multifamily Property Types ApartmentsTownhomesCondominiumGovernment SubsidizedSenior HousingStudent HousingMobile Home Park Retail Property Types Street RetailFree Standing BuildingCommunity CenterRetail CondoStrip CenterNeighborhood CenterOutlet CenterPower CenterRegional CenterSpecialty CenterAnchorGas StationCar WashVehicle RelatedRestaurantBarGymEntertainmentChild Day CareSenior Day CarePost OfficeRetail Pad Office Property Types Office CondoOffice BuildingMedical OfficeOffice Business ParkOffice R&DOffice WarehouseGovernment Office Industrial Property Type WarehouseIndustrial CondoIndustrial Business ParkFlex SpaceIndustrial ShowroomManufacturingR&DTransportation HubMini Storage FacilityDistribution WarehouseCold Storage Commercial Property Unit Mix Multifamily Retail Industrial Office Hospitality Other Hospitality Property Type Full Service HotelLimited Service HotelEconomy HotelServiced ApartmentsTransient HotelCasino HotelVacation Interval (Timeshare)Bed and BreakfastHostelOther Other Hospitality Type Healthcare Property Types Assisted Living FacilityAssisted Living ResidentialSenior Day CareClinicHospitalAcute Care HospitalRehabilitation Facility Automotive Property Types Auto RepairAuto BodyAuto DealershipCar WashGas StationTruck StopRV Park Storage Facility Property Types Self-Storage FacilityVehicle StorageCold StorageWine StorageOther Other Storage Facility Type Specialty Property Types Religious FacilityPlace of WorshipCommunity CenterRecreationalMarinaClubNight ClubDay CareTheaterCinemaGolf CourseParking LotRV ParkMobile Home ParkPost OfficeRehabilitation FacilitySports FacilityWineryOther Other Specialty Property Type Agricultural Property Types -- Select --AgribusinessEquestrianPastureRanchRecreationalTimberland Agribusiness Types Cattle RanchCannabisCitrus GroveCornCottonDairyEquestrianMelonsPeachPeanutsPotatoesPoultryRow CropsSwineTree NutsVegetablesOther Other Agribusiness Type Is Property Used for Cannabis Business? NoYes Cannabis Property Use Type CultivationRetail DispensaryRetail SalesManufacturingProcessingProduction Number of Units (or Rooms, Beds, Stalls) Current Occupancy VacantOwner OccupiedTenant OccupiedTenant Occupied Partial Occupancy Percentage % Loan Type RefinanceAcquisitionAcquisition and Value-AddAcquisition and Ground-Up ConstructionGround-Up ConstructionNote Acquisition Junior Lien Type MezzaninePreferred EquityEquity Joint Venture Land Current Zoning Residential Land Multifamily Land Agricultural Land Industrial Land Office Land Retail Land Hospitality Land Commercial Land Special Purpose Land Entitlement Status EntitledNot EntitledIn Process Development Status Planning to Develop SoonNot Planning to DevelopZoning Change in ProcessBuilding Approval in ProcessBuilding Plans Approved by Local Government Existing Improvements Street Access Electricity Gas Water Communication Residential Structure Commercial Structure Does Land Currently Generate Income?(temp use, storage, billboard, parking, etc.) NoYes Does the Property Consist of Multiple Parcels? NoYes Number of Parcels Refinance Current Market Value $ Are there any existing mortgages on the subject property? 1st 2nd 3rd 4th 1st Mortgage Balance $ 2nd Mortgage Balance $ 3rd Mortgage Balance $ 4th Mortgage Balance $ Will equity be cashed out in this refinance loan? NoYes Purpose of Cash Out Funds Improve Subject PropertyInvest in Another PropertyInvest in a BusinessBusiness Working CapitalPersonal Use Cash Out Use Details Have a Recent Appraisal? NoYes Appraisal Date Purchase Has a subject property been located? YesYes, and it’s under contractNot Yet Preferred Closing Date Purchase Price $ What amount of the total cost will the Borrower/Sponsor contribute? $ Source of Borrower’s Contribution Own CashPartnerEquity in Subject PropertyEquity in Another Investment PropertyEquity in Primary ResidenceSeller FinancingCrowdfundingFamilyFriend Loan-to-Cost % What is the eventual plan for the property within the next 12 months? Rent It (property delivered vacant)Continue Rental (property is tenant-occupied)Sell ItOccupy ItRedevelopNew ConstructionOther Other Property Plan Rehab Estimated Renovation CostsIf Borrower is not seeking additional funds for the renovation, change the Loan Type to Purchase or Acquisition. Description of Renovation Project Does the Borrower Have a Renovation Budget? NoYes Future Value $ Loan-to-Value Based on Future Value % How many property renovation projects has the Borrower completed as an investor? Is the Borrower a licensed contractor? NoYes Does the Borrower have a renovation team ready to work on the project? NoYes Construction Completed Property Type ResidentialCommercial Completed Residential Property Type Single Family Residence(s)2-4 Units MultifamilyMixed-Use Completed Commercial Property Type MultifamilyRetailIndustrialOfficeMixed-UseHospitalityHealthcareOther Other Completed Commercial Property Type Completed Number of Units Construction Project Phase PlanningShovel-ReadyPartially Completed Current Land Value $ Estimated Construction Costs $ Description of Construction Project Does the Borrower have a construction budget? NoYes How many construction projects has the Borrower completed as an investor? Is the Borrower a licensed builder? NoYes Property Square Footage Exit Strategyhow will the loan be paid off? Sale of Subject PropertySale of Another PropertyOther Exit Strategy Details Subject Property Address Subject Property City Subject Property State -- USA --AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming-- Canada --AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Subject Property Zip Code APN Parcel ID Number(s) Lot Size acres Subject Property PhotosAdd links to photos here. Image 1 Add Will additional properties be collateralized? NoYes Additional Properties 1 Address City State -- USA --AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming-- Canada --AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Zip Code APN Parcel Number(s) Square Footage Lot Size acres Type Residential 1-4 UnitsResidential LandMultifamilyRetailOfficeIndustrialMixed-UseHospitalityHealthcareCommercial LandOther Other Type Number of Units PhotosAdd links to photos here. Photo Link 1 Add Add Borrower Entity Individual(s)LLCTrustCorporationNon-Profit CorporationSelf-Directed IRANot SureOther Other Borrower Entity Borrower’s Credit Rating ExcellentGoodAverageFairPoorPrefer Not to AnswerNot Applicable Comments Additional AttachmentsAdd links to documents, photos, etc. Attachment Link 1 Add Validate Email
