Sponsor/Owner Information Contact Information: Personal Financial Statement: Last 2 Years Tax Returns: Borrowing Entity Information Name of Borrowing Entity: Do you currently own the land? Select Yes No Appraised Land Value: Sponsor's relationship to Borrowing Entity: Loan Details Loan Purpose: Select Purchase Refinance Cash-Out Refinance Rehab Construction Property Category: Select Retail Office Industrial Special Use Healthcare Multifamily Hotel Mobile Home Park Hotel Property Type: Select Flagged Conversion Flagged Full Service Flagged Limited Service Flagged Suite/Extended Stay Unflagged Boutique/Resort Unflagged Full Service Unflagged Limited Service Unflagged Suite/Extended Stay Project Details What is the objective for this project? What other lenders have you spoken to? If you are not proceeding with them, why? What is your projected close of escrow date? What kind of financing are you looking for? Select SBA Conventional Hard money Other What experience do you have for this type of project? How much Capital do you plan to inject into the project? How many partners are involved in your borrowing entity? Are there any credit or income issues I should know about? Are you able to provide the last 3 years of tax returns for you personally and each business you own? Select Yes No Will you be willing to sign an exclusive agreement if I can provide you with a few competitive options? Select Yes No Property Information Property Address: Occupancy: Select Owner Occupied Non-Owner Occupied NOI (or Projected NOI): Property Narrative: Loan Source and Stage Source of Loan: Select Self-Sourced Residential Mortgage Broker CRE Broker Commercial Mortgage Broker Other Loan Stage (Purchase Only): Select 1-Starting Search 2-Identified Property 3-Submitted LOI 4-Under Contract Property Details Description (sq ft, # of units): If owner-user, how long in business and what type of business is it? Project Details Does the borrower own the land? Select Yes No What is the construction budget? Estimated amount of time needed to complete the project? NOI Details NOI Source: Select OM Stated Property Financials T-12 NOI Calculator Experience Sole borrower or with partners? Select Sole borrower With partners Experience as investor? (# years, # properties owned) Experience with this property type? Experience with this submarket? Source of equity and post-closing liquidity? Business Plan / Exit Strategy What is the borrower's plan with this property? Exit Strategy? Critical Dates (Purchase Only) Purchase Agreement Effective Date: Due Diligence Period Expires Date: Non-refundable Date: Closing Date: 1031 Exchange: Select Yes No Refinance Details Current Lender: Loan Balance: Interest Rate: Maturity Date: Prepayment Penalty:
