What Type of Financing Program are you Interested In?
Commercial Loan
Hard Money Loan
Business Loan
Stock Loan
International Loan
Asset Based Loans
Lot Land Loan
Bridge Loan
Development Loan
Film Financing
Energy Financing
Luxury Asset Loan
Venture Capital / Angel Investor Financing
Construction Loan
Church Loans
Farm / Ranch / Land Loans
Fix & Flip and Hold Commercial Loans
Joint Venture Loans
Permanent Loans
Acquisition Loans
Debt and Equity Participation Loans
MEGA Loan… 10M & Up
Infrastructure Funding
Oil & Gas
Alternative Energy Loans
Unique or Special Purpose
Data Center Loan
Infrastructure
Other
Loan PurposeIf This is a Stock Loan – What Is the Stock Ticker Symbol?What Exchanges are the Stocks Currently being traded on?Are the stocks publicly traded or privately traded?What Loan Amount are you seeking?How many shares of your stock are you looking to put up as collateral?If this is a Business Loan – How long has the business been in operations?Business TypeFunding PurposeWhat are the gross monthly revenues of the business?Credit RangeCurrent FinancingAre You A US Operation?What is your company’s yearly EBITDA number?What Industry is the business in?What Type of Business Loan is the client seeking?What loan amount is the client seeking?What is the expected timeline – How quickly does the borrower needs their deal to be closed and funded?How much of the borrower’s own money has been put into the project to date – Total US Dollars?
Is the borrower prepared to pay for all third – party reports that the lender/investor may request – this may include Appraisal Fees, Environmental Report Phase One or Two, Site Inspection, Engineering Examination Fees, Attorney Fees, and Surveys, etc.
Yes
No
Occupancy: Will Borrower Occupy The Property?
Yes
No
Construction
Yes
No
Property AddressProperty Sub – Type: Example - If Property is A “Store” – What Type of Store?
Property Condition
A
B
C
D
Ownership PercentageNumber of UnitsEstimated “As Is” Appraised Value of the Property or AssetIf Fix and Flip or Construction – Estimated After – Repair – Value of the Property or Asset.LTVIf Purchase – What Is the Purchase Price?
If Purchase, Does Borrower Has 20 % to 35% Downpayment Requirement
Yes
No
If Purchase – is there a fully Executed Signed Purchase Agreement
Yes
No
If Refinance, do you have the Hud 1 / Settlement Statement From the Previous Closing?
Yes
No
If Refinance – how much Equity is there in the property?If Refinance – is there a recent or older appraisal available?Existing Lien AmountProperty Monthly Gross IncomeProperty Monthly ExpensesDSCRSize or Square Foot of BuildingTaxesComps: Do you know what other comparable properties are selling for in your area?Is There Land Involved – If yes – how many acres?
Land Status
Entitled
Unentitled
If Land, do you have an
Appraisal
Survey
Plat
Borrower’s Information: Borrower NamePersonal AddressCityStateCountryZipDirect Phone NumberDirect EmailCredit ScoresCredit EventsNet WorthGross Monthly IncomeGross Monthly ExpensesLiquid AssetsOther AssetsLoan Purpose Details – What will you do with the proceeds of the loan?Exit Plan: How do you plan to pay the lender back?
US Citizen
Yes
No
If “No” what country are you from?If this is an International Loan what is the name of the country, capital, major city or province your project is located in?What is the name of the nearest major airport?
Employment: Are You Self Employed
Yes
No
SCHEDULE OF REAL ESTATE OWNED | Property - 1Property TypeOwn %Date AcquiredPurchase PriceTotal ExpensesMarket ValueLender NameLoan BalanceLoan MaturityMonthly Loan PaymentGross Rental IncomeTotal Real Estate Owned ValueTotal Mortgage BalanceTotal Equity in Real EstateProperty – 2 Property TypeOwn %Date AcquiredPurchase PriceTotal ExpensesMarket ValueLender NameLoan BalanceLoan MaturityMonthly Loan PaymentGross Rental IncomeTotal Real Estate Owned ValueTotal Mortgage BalanceTotal Equity in Real EstateProperty - 3Property TypeOwn %Date AcquiredPurchase PriceTotal ExpensesMarket ValueLender NameLoan BalanceLoan MaturityMonthly Loan PaymentGross Rental IncomeTotal Real Estate Owned ValueTotal Mortgage BalanceTotal Equity in Real EstateSubmit
For Additional Properties Please Fill
Out Our Schedule of Real Estate Owned Form Located in the Forms Section of our Website: