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)
Purchase
Land Loan
Construction
Refinance
Cash Out Refinance
Bridge
Acquisition
Mezzanine
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:

Guarantors:
 


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: