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Real Estate Information

General Information

 

Date:

 

Broker/Affiliate (if applicable):

Referring Broker/Affiliate:

Phone:

Fax: E-Mail:

 

Property Address(es):

(1) State: Texas Only Zip:

(2) State: Texas Only Zip:

 

Borrower's Company Name:

Federal Tax ID/EIN #:

Borrower's Name:

Address: State: Texas Only Zip:

Borrower's Contact Info:

Office Phone: Home/Cell:

Fax: E-Mail:

Website:

 

Co-Borrower's Name:

Address: State: Texas Only Zip:

 

Amount Seeking:

$

Minimum Net Loan Amount Required: $

 

Use of Funds:

(1) $

(2) $

(3) $

(4) $

 

On a scale of 1 to 10, how would you rate your credit?

Credit Scores:

 

Time constraints on loan and reason:

 

Property Information

Type of Loan:

Refi Cash Out Purchase Construction

Other:

 

Purchase Price: $

Original Date of Purchase or Date to-be-Purchased:

If Purchase:

Down Payment: $

Seller/Carry Back: $

Additional funds to put down: $

Do you have a signed contract? Yes No

Contract Expiration Date:

 

Type of Property:

Mulit-Family Mix-Use Day Care Church Restaurant

Warehouse Retail/Office Self Storage Automotive

Campground Mobile Home Park Car Wash Light industrial

Rooming House or B&B Motel/Hotel (Flag Yes No)

Raw Land Development Assisted Living Facility or Nursing Homes

Funeral Home Other (explain)

 

Description of Property:

Square Feet of the building(s):

Number of Units:

Number of Acres or size of the lot(s):

Age of Building(s):

(Please describe the property in detail):

 

Value of the Property:

Appraised Value: $ Date of Appraisal:

Estimated "AS IS" Value (Value based on the current condition and entitlements):

$

How determined:

If property is being Renovated or Under Development what is the Projected Value?

$

 

Amount Owed:

First Lien: $ Date Due:

Second Lien: $ Date Due:

Other Liens: $ Date(s) Due:

Are Taxes Current: Yes No

Taxes Owed: $

Total Amount Owed: $

 

Current Monthly Payment: $

Current Interest Rate on First Lien: %

Current Interest Rate on Second Lien: %

 

Are you current on Payments:

Yes No If not, number of payments behind:

Reason for being behind on payments:

 

What percentage of subject property is occupied today? %

Owner Occupied: %

 

Property Income and Expenses (if applicable):

Current Monthly Income: $

Current Monthly Expenses: $

Current Net Income: $

 

How is Title Held:

Personally Partnership Corporation Trust

Other:

 

What County is the Property Located:

Property 1: Property 2:

 

Exit Strategy (How do you plan on paying off the Loan?):

 

Are there any known environmental issues with the property?

Yes No If yes, explain:

 

Have you been turned down previously? (This information is critical to determine

what issues will have to be overcome.)

By Whom and Reason(s):

 

Are you currently working with any lender, consultant or broker
on this transaction?

Yes No

If yes, who:

 

Real Estate Schedule

Other Real Estate Owned

Property #1
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Property #2
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Property #3
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Property #4
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Property #5
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Property #6
Property Address
Gross Rental Income
$
Type of Property
Residential    Commercial
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$


Totals - Enter totals from the entries above.
  Gross Rental Income
$
Mortgage Payments
$

Present Market Value
$

Insurance, Maintenance, Taxes & Misc
$

Amounts of Mortgages & Liens
$
Net Rental Income
$

 

Describe the Reason for your Loan Request

(e.g. For a better interest rate, prevent foreclosure, make renovations,

money for a business venture, etc.):

Do you have any other Assets that can be utilized as Collateral

(e.g. Equipment, stocks, bonds, other real estate, etc.):