Should be maximum 2 pages, excluding resumes and personal financial statements.

- Principals: Names, titles, and related experience

- Property:  Address, type/use, size, occupancy

- Property History:

Cost of property                   

Date purchased                    

Breakdown of borrower funds invested in project

Present As-Is value (specify estimate or appraised value)          

Future value -if construction (if estimate provide comps)            

Current Lien(s) details

- Loan Request

Amount

Use of funds breakdown

Length of term needed        

Date needed                          

            Interest Reserves Requested

-Construction Deal Info needed
            Cost of construction breakdown
            Cost breakdown of work completed (including acquisition)
            Estimated timeline of project

- Middle Credit score:          

 
- Personal Financials of Principals

           Net worth

            Liquid Assets

            Income last year

-Personal Guaranty available from some/all principals? 

-Income documentation type requested (FDoc, SIVA, SISA)

The above is for our quick review.

In addition, please send:

*Personal financial statements

*Schedule of real estate owned

*Other information client has on project: Rent roll, appraisal, etc

*Our submission form, partly so we have your complete contact information.

For Full Doc Pricing:

*2yrs Personal and business tax returns; P&L and balance sheet for 2yrs and YTD

*Income and Expense Statement on subject property for 2yrs and YTD

Please let us know if you have questions.