Commercial Loan Questionnaire

 

PreQualification

 

Please fill out accurately so that we may
properly assess your financing request.

Fields marked with an * are required.

PROPERTY INFORMATION

I am the: 

Borrower 

Broker 

(fill out broker info at end of form)

Type of Property: 

*

Address: 

*

City: 

*

State: 

*

Zip Code: 

*

# of Residential Units: 

*

 # of Commercial Units: 

*

Are any Units Owner Occupied? 

 *

If so, how many? 

Existing Mortgage Payoff(s): 

Improvements made: 

$

LOAN INFORMATION

Loan Amount? 

*

LTV: 

As-Is Value of property: 

*

As-Is Value Set By: 

*

Financing Type: 

*

If refinance, date purchased: 

Orig. Purchase Price: 

BORROWER INFORMATION 

Type of Entity: 

Borrower First Name: 
*
 Borrower Last Name: 
*
Social Security #: 
*
Address: 
*
City: 
*
State: 
*
Zip Code: 
*
Home Telephone: 
- - *
Work Telephone: 
- - *
Fax: 
- -
Email: 
*
Borrowers Employer: 
*
No. of Yrs. on Job: 
*
Borrowers Annual Income: 
*
Borrowers FICO score(s): 
*

CO-BORROWER INFORMATION 

Co-Borrower First Name: 
Co-Borrower Last Name: 
Social Security #: 
Address: 
City: 
State: 
Zip Code: 
Home Telephone: 
- -
Work Telephone: 
- -
Fax: 
- -
Email: 
Co-Borrowers Employer: 
No. of Yrs.: 
Co-Borrowers Annual Income: 
Co-Borrowers FICO score(s): 
Best Time To Contact: 
Best Way To Contact: 

ANNUAL PROPERTY INCOME

Income from Residential Units 
$
Income from Commercial Units 
$
TOTAL 
$

ANNUAL PROPERTY EXPENSES

Real Estate Taxes 
$
Insurance 
$
Heat 
$
Electric 
$
Water/Sewer 
$
Repair 
$
Rubbish Removal 
$
Extermination 
$
Landscape/Snow 
$
Janitorial 
$
Reserves 
$
TOTAL EXPENSES 
$

BROKER INFORMATION (if applicable)

First Name: 
Last Name:
Company Name: 
Street Address: 
City:
State:
Zip Code:
Phone Number:
Fax Number:
E-mail Address:
Additional Property Details:

 

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