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:
Website:
Co-Borrower's Name:
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:
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
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:
Present Market Value $
Insurance, Maintenance, Taxes & Misc $
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.):