General Information

Business Type:

  Select One Medical Services Service Retail Wholesale Manufacturing Other

 

Years is Business:

  Select One 0 - 1 years 1 - 2 years 2-3 years 3-5 years 5 - 10 years Greater than 10 years

 

Property State:

  Select One AL AR AK AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VI VT VA WA WI WV WY GU PR

 

 

Step 2: Needs Assessment

Is this a purchase or refinance:

  Select One Purcahse Refinance

 

 

Expected Purcahse Price:

  Select One $250,000 - $500,000 $500,000 - $1 million $1 million - $2 million $2 million to $3 million $3 million to $5 million $5 million to $10 million Greater than $10 million

 

Down Payment:

  Select One 10% 11 - 20% 21% - 30% 31% - 40% 41% - 50% Greater than 50%

 

% of building to be occupied by owner:

  Select One Greater than 50% 26% to 50% 25% or less

 

Property Type:

  Select One Medical Office Office Retail Light Industrial Warehouse Hotel Restaurant Day Care Funeral Home Equipment Other

 

Have you committed to purchase a property:

  Select One yes, Under contract No, identified, but no contract No, Still looking

 

Expected Closing Time Frame:

  Select One 1 - 2 monnths 3- 5 months 6 months or greater

 

 

Estimated value of property:

  Select One $250,000 - $500,000 $500,000 - $1 million $1 million - $2 million $2 million to $3 million $3 million to $5 million $5 million to $10 million Greater than $10 million

 

What is this based on:

  Select One Prior appraisal Tax Assessment Recent sales Realtor opinion Best guess

 

How long has the property been owned:

  Select One 1-2 years 2-3 years 3-5 years Greater than 5 years

 

Loan advance % Requested

  Select One 90% 80-89% 70 - 79% 60-69% 50-59% Less than 50%

 

% of building to be occupied by owner:

  Select One Greater than 50% 26% to 50% 25% or less

 

Property Type:

  Select One Medical Office Office Retail Light Industrial Warehouse Hotel Restaurant Day Care Funeral Home Equipment Other

 

Purpose of Loan:

  Select One Lower Payment Consolidate business debts Maturing loans Consolidate with new money for business purpose Lower rate Other

 

 

 

Step 3: Borrower Information

Describe your role:

  Select One Borrower Mortgage Broker Commercial Realtor CPA Attorney Business Broker Company Employee Consultant Other

 

Years of borrowers ownership / managemenet Expereince:

  Select One 0 - 1 years 1 - 2 years 2-3 years 3-5 years Greater than 5 years

 

Borrowers personal credit:

  Select One Excellent Good Fair Poor

 

Borrower liquid assets (bank account, investments, etc):

  Select One 0 - $50,000 $50,000 - $100,000 $100,000 - $200,000 $200,000 - $300,000 $300,000 - $500,000 Greater than $500,000

 

Does borrower own personal residence:

 

 

 

 

Step 4: Get Your Results

Company Name:

 

 

First Name:

 

 

Last Name:

 

 

Email:

 

 

Phone Number:

 

 

 

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