Loan Details:

Financing Request Amount

Borrowing Entity Name

Address

Principal(s):

Name(s)

Address

Phone

Email Address

Collateral:

Address

Description

Value

If The Collateral Is Already Owned (if applicable):

When Purchased

Purchase Price

Arms Length?YesNo

Terms

Current Approvals

What Has Changed (improvements, approvals, zoning)

Existing Debt

Owed To

When Due

In Default?YesNo

If the Collateral Is Being Purchased (if applicable):

When Contract Entered Into

Purchase Price

Arms Length?YesNo

Terms

Any Change Since Contract Signed (approvals, zoning, etc.)

Borrower Equity Cash Invested and Reserved

Other Financing

Additional Information:

Approvals

Any appraisals in the last 2 years? If so, by whom

As Is Market Value (12 months)

As Completed Market Value (12 Months)

Development Improvement Plan

Repayment Plan

Ability to Service Debt

Use of Proceeds

If Income Producing:

Actual

Pro Forma

Occupancy:

Number of Tenants:

Gross Income:

Expenses:

NOI:

Square Footage:

Average Rent/Square Feet:

Percentage of Tenants Expiring within 2 Years:

Re-leasing Plan:

If Loan Proceeds Are Being Used For Improvements:

Planned Improvements

Cost to Complete

Time to Complete

Supporting Documents List

• Application
• Executive summary
• Business Plan w/ pro forma forecasts
• Two years business trailing revenue and YTD
• 12 Months Bank Statements
• Property Rent Roll / Pre-Sales evidence
• Detailed cost breakdown
• Projected net revenue/exit strategy
• Net worth and liquidity - Personal Financial Statement for all Principals
• Borrower/Key Principal's Resume (background, experience and history in sector)
• Complete Personal Tax Returns for trailing three years for all Principals
• Cash equity invested/pledged
• Most recent appraisal/photos

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