Executive Summary

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Borrower Entity:

Legal Ownership

Individual

Partnership

Corporation

LLC

Other

If Other, please specify:

Borrower First Name *

Borrower Last Name *

Contact First Name *

Contact Last Name *

Email Address *

Phone

Fax

Guarantor Information:

Legal Ownership

Individual

Partnership

Corporation

LLC

Other

If Other, please specify:

Borrower First Name *

Borrower Last Name *

Contact First Name *

Contact Last Name *

Email Address *

Phone

Fax

Property Information:

Property/Project Name

Street

City

State

Zip Code

Property Type

Property Description

Occupancy:

Owner Occupied

Non-Owner Occupied

Vacancy %

Total Square Footage

Annual Net Operating Income

Last Appraisal Date

Value

Current Value

Real Estate Collateral Available

Loan Request:

Amount $

LTV %

Interest Rate %

Amortization %

Fixed Period

Term

Loan Purpose

Prepayment Penalty Type

Refinance

Year Acquired

Purchase Price

First Lien Holder

Balance $

Rate %

Maturity Date

Original Balance

Purchase

Purchase Price $

Projected Closing Date

Seller Financing:

Yes

Source of Repayment/Exit Strategy

Comments *

Documentation: The following documents are required for further reviews:

Executive Summary

2 years and year to date income and expense statements

Lease Summary/Rent Roll

Subject Photographs

Current debt balance or purchase contract

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Executive Summary

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