Loan Application
Please complete this application and return to your Personal Loan Representative with the attached additional forms.
Loan Application
Current Rent Roll (Yours or use the attached form)
Property Operating Statements - Last two years and YTD (Yours or use the attached form)
Owner Occupied Properties - Last two years tax returns and YTD Profit and Loss statement for operating business
Purchase Contract (If the loan is for the purchase of property)
NOTE: If these items are not included we will not be able to review your loan request or issue a Letter of Interest.
CONTACT INFORMATION
Contact Name
Title / Other
Contact Email
Contact Phone
WHY ARE YOU SEEKING FINANCING? WHAT TO YOU WANT TO ACHIEVE?
BORROWER INFORMATION
Name of Borrower or Guarantor
Ownership %
Residence City
Liquidity
Net Worth
Credit Score
#1
B or G
#2
B or G
#3
B or G
#4
B or G
Yes No
Yes No
Previous foreclosures in last 3 years?
Any Borrowers or Guarantors foreign nationals?
Chapter 7 or 13 in last 5 years?
Mortgage payments current over last 12 months?
Borrowers / Guarantors filed tax returns for last 3 years?
Back taxes owed on subject property?
PROPERTY INFORMATION
Address
City
Building SF
Occupancy
Investor
# of Units
Owner/User
State
Occupancy
%
%
Property Type:
Multifamily
Industrial
Mobile Homes
Retail
Office
Other
Mixed Use
Self Storage
LOAN INFORMATION
Enter Loan Amount, Desired Rate, Gross Income and Expense to generate payment and DCR
Loan Amount Requested
Desired Rate
Current Estimated Value
Monthly Pmt
Amort. (mos.)
Annual Pmt
Annual Gross Income
Annual Operating Expense
Annual Net Operating Income
LTV
0.0%
Purchase
Rate and Term Refi or Cash Out Refi
Current Sales Price
Current Loan Balance
Target Closing Date
Loan Maturity Date
Pre-Pay?
Yes
No
Second or Seller Financing Yes $
Current Lender
1031 Exchange
Yes
Current Interest Rate
Year Purchased
Original Purchase Price
For Cash Out, please state what the funds will be used for
COMMENTS
Rent Roll - Commercial
(For Office, Industrial, Retail, Mixed Use)
Rent Roll as of
ALL COLUMNS AND SECTIONS MUST BE COMPLETED.
PROPERTY ADDRESS
STE #
TENANT’S
NAME
(PUT VACANT FOR VACANT SPACE)
SQ. FT.
(APPROX)
CURRENT
MONTH RENT
IN PLACE
ORIGINAL
OCCUPANCY
DATE
(required):
CITY
CURRENT LEASE
START DATE
OR MTM
CURRENT LEASE
EXPIRATION
DATE
LEASE TYPE
(NNN, MOD.
GROSS, GROSS)
MONTHLY
CAM
CHARGES
STATE
NET RENT
INCREASE
(MO / YR)
NET RENT
INCREASE AMT
($ / MO)
ZIP CODE
EXTENSION
OPTIONS?
(Y / N)
TOTALS
NOTES ON TENANTS
SIGNATURE
I (we) certify under penalty of perjury that the foregoing information herein is true and accurate.
Note: Certification NOT required for initial loan registration
Borrower
Date
Borrower
Date
Rent Roll - Multifamily
(For Mixed Use Please Use Commercial Rent Roll)
Rent Roll as of (required):
ALL COLUMNS AND SECTIONS MUST BE COMPLETED.
PROPERTY ADDRESS
TOTAL # OF UNITS
# OF VACANT UNITS
CITY
# OF FURNISHED UNITS
STATE
# OF UNFURNISHED UNITS
ZIP CODE
# OF SECTION 8 UNITS
APT #
TENANT’S
BDR/ SQ. FT. CURRENT ORIGINAL
CURRENT LEASE DATE OF
FURNISHED SECTION
RENT
NAME
BATH (APPROX)
RENTOCCUPANCY EXPIRATION LAST RENTUNIT
8 CONCESSIONS
PER MO
DATE
OR MTM
INCREASE
(Y/N)
(Y/N)
(Y/N)
/
/
/
/
/
/
/
/
/
/
/
/
/
/
* USE ADDITIONAL FORMS IF NECESSARY
What utilities are included in rent?
Electricity Cable TV Gas
(Must show on Income/Expenses)
Heat
MONTHLY GARAGE INCOME
Is the property subject to rent control?
Yes
No
MONTHLY RENT SCHEDULE
MONTHLY LAUNDRY INCOME
OTHER INCOME
(specify below)
Garbage Water If yes, what is the current allowable increase per year?
$
TOTAL FROM OTHER PAGES
What has been your average monthly occupancy rate over
the preceding 12 months?
%
TOTAL GROSS MONTHLY INCOME
SIGNATURE
I (we) certify under penalty of perjury that the foregoing information herein is true and accurate.
Borrower
Date
Borrower
Date
Property Operating Statement
PROPERTY ADDRESS
ANNUAL INCOME
CITY
STATE
ZIP CODE
2ND YEAR PRIOR
PRIOR YEAR
CURRENT YEAR
MOS.
2ND YEAR PRIOR
PRIOR YEAR
CURRENT YEAR
MOS.
Rental Income Collected
Total Income Collected
ANNUAL EXPENSES
Do not include one time capital expense items
Real Estate Taxes
Insurance
UTILITIES
Gas
Electricity
Water/Sewer
Trash
MAINTENANCE
Pest Control
Gardener
Pool Service
Elevator
Cleaning Service
Building Rep. & Maint.
Painting & Decorating
Supplies
ADMINISTRATION
Administrative
Advertising
Telephone
MISCELLANEOUS
Resident Manager
Security
Off-Site Management
Other
TOTAL EXPENSES
NET OPERATING INCOME
COMMENTS OR EXPLANATIONS
Personal Wealth Analysis
ANNUAL REALIZED INCOME
NET WORTH WORKSHEET
Monthly Wages, Salary
PROPERTY ASSETS
LIABILITIES
Monthly Dividends and Interest
Residence
Home Mortgage
Monthly Other
Vacation Home
Other Mortgage
Total Monthly Income
Furnishings
Bank Loans
OTHER INCOME (Annual Amounts)
Jewelry and Art
Auto Loans
Business Income
Automobiles
Credit Cards
Capital Gains
Other
Personal Loans
Other
EQUITY ASSETS
Other
Other
Real Estate
TOTAL LIABILITY
Other
Stocks
Other
Bonds
SUMMARY
Total Other Income
Mutual Funds
Total Assets
Months 12
Annuities
Total Liabilities
TOTAL ANNUAL REALIZED INCOME
Business Equity
NET WORTH
CASH RESERVE ASSETS
Checking Account
Savings Account
CDs
Money Market
Other
Liquidity
TOTAL ASSETS
SIGNATURE
I (we) certify under penalty of perjury that the foregoing information herein is true and accurate.
Borrower
Date
Borrower
Date