Title * First Name Last Name Company Email Phone Company Phone Your LocationThis information is about yourself, not the subject property. Country USA Canada Other State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Dist of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Province Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Ontario Prince Edward Island Quebec Saskatchewan Northwest Territories Nunavut Yukon Country State/Province City What is your primary role in this loan request? Borrower Mortgage Broker Real Estate Agent Attorney Consultant Borrower’s Family Member Other Specify Your Role Requested Loan Amount $ Loan-to-Value % Preferred Loan Term months Lien Position 1st 2nd 3rd 4th Collateral Type Residential Property Commercial Property Commercial Property Ground Lease Will the loan be collateralized by multiple properties? No Yes, all are residential properties Yes, all are commercial properties Yes, 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 Residence Condominium Cooperative Duplex Triplex Fourplex Mixed-Use Land Portfolio 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? No Yes Maybe Loan Type Refinance Purchase Purchase, Rehab Fix & Flip Purchase, Rehab & Rent Purchase & Ground-Up Construction Ground-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 Entitled Not Entitled In Process Development Status Planning to Develop Soon Not Planning to Develop Zoning Change in Process Building Approval in Process Building 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.) No Yes Does the Property Consist of Multiple Parcels? No Yes 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? No Yes Purpose of Cash Out Funds Improve Subject Property Invest in Another Property Invest in a Business Business Working Capital Personal Use Cash Out Use Details Have a Recent Appraisal? No Yes Appraisal Date Purchase Has a subject property been located? Yes Yes, and it’s under contract Not Yet Preferred Closing Date Purchase Price $ What amount of the total cost will the Borrower/Sponsor contribute? $ Source of Borrower’s Contribution Own Cash Partner Equity in Subject Property Equity in Another Investment Property Equity in Primary Residence Seller Financing Crowdfunding Family Friend 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 It Occupy It Redevelop New Construction Other 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? No Yes 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? No Yes Does the Borrower have a renovation team ready to work on the project? No Yes Construction Completed Property Type Residential Commercial Completed Residential Property Type Single Family Residence(s) 2-4 Units Multifamily Mixed-Use Completed Commercial Property Type Multifamily Retail Industrial Office Mixed-Use Hospitality Healthcare Other Other Completed Commercial Property Type Completed Number of Units Construction Project Phase Planning Shovel-Ready Partially Completed Current Land Value $ Estimated Construction Costs $ Description of Construction Project Does the Borrower have a construction budget? No Yes How many construction projects has the Borrower completed as an investor? Is the Borrower a licensed builder? No Yes Property Square Footage Commercial Property Property Type Multifamily Retail Office Industrial Mixed-Use Land Hospitality Healthcare Storage Facility Automotive Agricultural Other Multifamily Property Types Apartments Townhomes Condominium Government Subsidized Senior Housing Student Housing Mobile Home Park Retail Property Types Street Retail Free Standing Building Community Center Retail Condo Strip Center Neighborhood Center Outlet Center Power Center Regional Center Specialty Center Anchor Gas Station Car Wash Vehicle Related Restaurant Bar Gym Entertainment Child Day Care Senior Day Care Post Office Retail Pad Office Property Types Office Condo Office Building Medical Office Office Business Park Office R&D Office Warehouse Government Office Industrial Property Type Warehouse Industrial Condo Industrial Business Park Flex Space Industrial Showroom Manufacturing R&D Transportation Hub Mini Storage Facility Distribution Warehouse Cold Storage Commercial Property Unit Mix Multifamily Retail Industrial Office Hospitality Other Hospitality Property Type Full Service Hotel Limited Service Hotel Economy Hotel Serviced Apartments Transient Hotel Casino Hotel Vacation Interval (Timeshare) Bed and Breakfast Hostel Other Other Hospitality Type Healthcare Property Types Assisted Living Facility Assisted Living Residential Senior Day Care Clinic Hospital Acute Care Hospital Rehabilitation Facility Automotive Property Types Auto Repair Auto Body Auto Dealership Car Wash Gas Station Truck Stop RV Park Storage Facility Property Types Self-Storage Facility Vehicle Storage Cold Storage Wine Storage Other Other Storage Facility Type Specialty Property Types Religious Facility Place of Worship Community Center Recreational Marina Club Night Club Day Care Theater Cinema Golf Course Parking Lot RV Park Mobile Home Park Post Office Rehabilitation Facility Sports Facility Winery Other Other Specialty Property Type Agricultural Property Types -- Select -- Agribusiness Equestrian Pasture Ranch Recreational Timberland Agribusiness Types Cattle Ranch Cannabis Citrus Grove Corn Cotton Dairy Equestrian Melons Peach Peanuts Potatoes Poultry Row Crops Swine Tree Nuts Vegetables Other Other Agribusiness Type Is Property Used for Cannabis Business? No Yes Cannabis Property Use Type Cultivation Retail Dispensary Retail Sales Manufacturing Processing Production Number of Units (or Rooms, Beds, Stalls) Current Occupancy Vacant Owner Occupied Tenant Occupied Tenant Occupied Partial Occupancy Percentage % Loan Type Refinance Acquisition Acquisition and Value-Add Acquisition and Ground-Up Construction Ground-Up Construction Note Acquisition Junior Lien Type Mezzanine Preferred Equity Equity 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 Entitled Not Entitled In Process Development Status Planning to Develop Soon Not Planning to Develop Zoning Change in Process Building Approval in Process Building 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.) No Yes Does the Property Consist of Multiple Parcels? No Yes 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? No Yes Purpose of Cash Out Funds Improve Subject Property Invest in Another Property Invest in a Business Business Working Capital Personal Use Cash Out Use Details Have a Recent Appraisal? No Yes Appraisal Date Purchase Has a subject property been located? Yes Yes, and it’s under contract Not Yet Preferred Closing Date Purchase Price $ What amount of the total cost will the Borrower/Sponsor contribute? $ Source of Borrower’s Contribution Own Cash Partner Equity in Subject Property Equity in Another Investment Property Equity in Primary Residence Seller Financing Crowdfunding Family Friend 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 It Occupy It Redevelop New Construction Other 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? No Yes 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? No Yes Does the Borrower have a renovation team ready to work on the project? No Yes Construction Completed Property Type Residential Commercial Completed Residential Property Type Single Family Residence(s) 2-4 Units Multifamily Mixed-Use Completed Commercial Property Type Multifamily Retail Industrial Office Mixed-Use Hospitality Healthcare Other Other Completed Commercial Property Type Completed Number of Units Construction Project Phase Planning Shovel-Ready Partially Completed Current Land Value $ Estimated Construction Costs $ Description of Construction Project Does the Borrower have a construction budget? No Yes How many construction projects has the Borrower completed as an investor? Is the Borrower a licensed builder? No Yes Property Square Footage Exit Strategyhow will the loan be paid off? Sale of Subject Property Sale of Another Property Other Exit Strategy Details Subject Property Address Subject Property City Subject Property State -- USA -- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming -- Canada -- Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Subject Property Zip Code APN Parcel ID Number(s) Lot Size acres Subject Property Photos Image 1 Add Will additional properties be collateralized? No Yes Additional Properties 1 Address City State -- USA -- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming -- Canada -- Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon Zip Code APN Parcel Number(s) Square Footage Lot Size acres Type Residential 1-4 Units Residential Land Multifamily Retail Office Industrial Mixed-Use Hospitality Healthcare Commercial Land Other Other Type Number of Units Photos Add to gallery Bulk actions Sort by date uploaded Sort by date modified Sort by title Reverse current order Close Update Add Borrower Entity Individual(s) LLC Trust Corporation Non-Profit Corporation Self-Directed IRA Not Sure Other Other Borrower Entity Borrower’s Credit Rating Excellent Good Average Fair Poor Prefer Not to Answer Not Applicable Comments Additional Attachmentsdocuments, photos, etc. Attachment 1 File name: File size: Add Validate Email
