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INTAKE FORM 
FOR
LOAN REQUEST
When complete send Intake Form digitally to:  
CapitalQuestorQesources@gmail.com

earosenberg1@yahoo.com


1.  Requested Loan Amount and LTV    
  
2. Type of Commercial Property
  
3.  Type of Loan-Purchase, Refinance, Construction, Bridge?     

4. If this is an Equity Request, which structure--JV, Preferred Equity, Mezzanine?

5.  If a Purchase, include the Purchase price, Down payment, and Seller Carry back if any.

6.  If a Refinance, The Date the Property was Purchased? 
    What was the Purchase price? How much of a Down Payment? 
    How much money has been Invested into the property to date?

7.  Appraised Value and Date of Appraisal if available (do not order an appraisal)

8.  As-Is value

9.   Future Value

10. Name of Project

11. Name of Borrower(s) or Entity

      Contact Information, Address   

12. Location and Description of Project

13. Current Status of Project

14. Use of Funds--Acquisition, Refi, Rehab, Cashback, Construction

15. Track Record of Borrower(s) as Investor, Developer

16. Will the Borrower(s) sign a Personal Guarantee

17. Third party Verifications or Reports:
      Environmental, Soils Etc.


18. If Construction or Rehab, what will the Property be Worth
      when it is Completed


19. When do you Need to Close in Escrow

20. What is the Exit Strategy

21. Net Operating Income, Annual

22.  If the Project is a Land Development,  Is the Land Fully Entitled?

23.  Do you have a Full Package ready to submit?

24. Additional important information

           



        


          


        


          


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