Executive Summary Form

Note N/A on any questions that don’t apply to your funding request

Applicant & Corporate Contact Info:

Your first and last name:

Company name or DBA:

Your email address: (e.g.: you@aol.com)

Your mailing address:

When entering your mailing address,
please be sure to enter your
address, town, state and postal code in the field above.

Your telephone and fax number(s):

Additional phone, cell and fax numbers:

Type of Financing:

The type of financing I desire is: (check all that apply)
Land Loan
Cash Out Refinance
Other - Please describe below:

Brief project description:

Loan amount requested.LTV sought:

Estimated market value of the property as is/estimated after repair value of the property:

Client's capital invested into the project thus far:

Itemized use of funds:

Exit strategy/preferred payback period/special terms preferences:

Projected cash flow information


Collateral provided:


Credit summary:

Management background:

Business financial overview:

Marketing plan:

Joint venture partnership? yes/no

Are you a loan broker? Yes/No. Brokers are welcome!

Other information relating to your funding request: