Off: 832-632-4433 Fax: 800-618-6829 / Rep:
Phone:
Fax:
Email:
LOAN SUMMARY PROPOSAL Date: / / 2009
Borrower Information / Referral Source:Phone: / Mobile: / Fax: / Email:
Borrower/Entity: / Credit Score: / , / ,
Employment: / Title: / Length:
Address: / Business Ph: / Business Fax:
Salary: / $ / Commission: / $ / Rental: / $ / Other: / $
Cash Liquid: / $ / Net Worth: / $
Documentation & Type Transaction
Document Type: / Full Doc: / Stated Income: / Stated Income Stated Asset: / No Doc:
Purchase: / Rehab/Construction: / Refinance: / Cash Out Refi:
Bridge: / Mezzanine: / Construction/Dev / Hard Money:
Purchase
Purchase Price: / $ / Market Value: / $ / Cash Down: / $ / Source of Fund:
Loan Amount: / $ / LTV: / % / CLTV: / % / Closing Date:
Refinance
Amount Request: / $ / Original Cost : / $ / Market Value: / $ / Date Acquired:
1st Lien Amt: / $ / 1st Lien Lender: / Payments: / $ / Rate: / Maturity Date:
2nd Lien Amt: / $ / 2nd Lien Lender: / Payments: / $ / Rate: / Maturity Date:
Term
Terms Requested: / Rate: / % / Fix: / Adj: / Term: / Amortization:
Property Information
Occupancy: / Owner Occupy: / % / Non Owner Occupy/Investment: / %
Property Type: / TI: / Multi Family: / Mix Use: / TII: / Office Building: / Retail: / Warehouse:
Self-Storage: / Mobile Home Park: / TIII: / Industrial: / Special Purpose: / Other:
Property Address:
City: / State: / Zip Code:
County: / Year Built: / Roof Age: / Last Renovation:
Units: / Units Occupied: / # of Buildings: / # of Story:
Land Sqft/Acre: / Gross Sqft: / Rentable Sqft:
# of Tax Parcel: / Tax Parcel #: / , , , ,
Property Income
Gross Rent Income / Property Expense
Other Income / Other Prop. Expense
Gross Income: / $ - / Operating Expense: / ($) = / NOI: / $
Conclusion
Describe Property (Include size, age, building material, layout, type and conditions of improvements, land area, access, parking, and any other pertinent or appropriate information)
Purpose:
Exit Strategy:
Comments: