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
,
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
,