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Submit Your Investment Portfolio for Commercial Real Estate Financing
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Loan Amount Request Details: Loan Amount Requested
Loan Purpose
Purchase
Refinance
Construction
Cash-O
Loan Type
Convention
SBA
Bridge
Hard M-
Property Information: Business Address
City
State
Zip Code
Property Type
Office
Retail
Warehouse
Industrial
Occupancy
Owner-Occupied
Investment
Borrower Name
Business Name
Entity Type
TAX ID
Date in State
Business address
Date Established
Years in Business
Primary Contact Name
Title
Phone
E-mail
Financial Information: Estimated Net Worth
Annual Gross Revenue
Business Bank Name
Bank Contact
Current Mortgage Balance
Business Tax Return or P&L
YES
NO
Liens or Judgement on Property
YES
NO
PURCHASE AGREEMENT, RENT ROLL
Last 2 Years of Business Tax Returns
Property Photos and Description
Articles of Incorpation /Operating Agreement
Driver's License
Business Owner ID
Declarations: Bankruptcy in past 7 years
YES
NO
Pending Lawsuits
YES
NO
Past due federal/state taxes
YES
NO
Signature
Printed Name
Date
Submit