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Commercial Loan Purchase or Refinance
Commercial Loan Purchase or Refinance Worksheet    

       In the form below, please provide ALL information as it is required to start your loan application process. This form is for income-producing properties only.
                                                                            Thank You!



Personal Information:

First & Last Name:

Address, City, State, & Zipcode:

Email:

Phone Number:

Project Name:

Project Information:

Type:

Amount of Request:

Sales Price/Value of the Collateral:

Amount of Down Payment (if loan is for a purchase):

Property Address:

City, State, & Zip:

Type of Property:

Gross Rental Area (sq ft):

Net Rental Area (sq ft):

Number of Buildings:

Number of Units:

Occupancy Rate:

 %

Description of the Building (s):
Age of Building(s) (in years):

Last Renovated (years ago):

Purpose of Loan:

Property Income:

Gross Scheduled Income:

Other Income:

Expenses - Annual Amounts:

Real Estate Taxes:

Insurance:

Repairs & Maintenance:

Utilities:

Management Expenses:

Reserves for Replacement:

Other Operating Expenses:

Other:

Amortization Schedule Desired (in years):

Loan Term Desired (in years):

Interest Rate Desired:

 %

Borrower Information:

Type of Entity:

Net Worth:

Name of Borrower 1:

Name of Borrower 2 (if any):

Name of Borrower 3 (if any):

Name of Borrower 4 (if any):

Phone:

Fax (if any):

Email:

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