Initial Intake Information Real EstateCompany Name*Contact Name*Contact TitleContact Email* Contact Phone Number* How did you hear about us ?Ownership Structure and PercentagesType of FinancingDesired PurchaseRefinanceProperty Estimated ValueIs an appraisal or BPO available?YesNoHow was the value determined?What size loan are you seeking?Length of loan term you are seeking?Owner Occupied or Non-owner OccupiedOwner OccupiedNon-owner OccupiedAddress of Property & CountyProperty TypeTilt Up BuildingGreenhousesFarmRetailRent Roll Available?YesNoProfit and loss statement available?YesNoIs a personal guarantee available?YesNoFor RefinanceOriginal purchase price and dateIf cash out what are use of proceeds?How was it originally financedie.amount of down payment, owner carry, new loan and amountsWhat are the existing loan(s) amount interest rateie.amount of down payment, owner carry, new loan and amountsIf substantial renovation has occuerd amount spent on the improvements. Are receipts available to show the improvements?Property typeWarehouseRetailSq. footagePrice per sq ft.Entity title held in? Owners and % ownedOwner's InformationOwner 1Owner 2Owner 3Owners financial profile credit score, net worth, income ave. last 3 years*Goal( s) for this transaction*Source of lead - phone & email Elements for an executive summary equipment, working capitalContact companyContact nameContact email Contact phone numberOwnership structure names and percentagesBusiness start date Month Day Year Business Name & typeBusiness locationBusiness websiteStory/Background of businessAmount of funding requestedHow will the funds be utilized?Timeline for fundingHow will the funding be applied to make the business more profitible?Financial Results to date2017 gross revenue2017 net profit or loss2018 gross revenue2018 net profit or loss2019 year to date revenue2019 net profit or lossBalance Sheet ItemsAccounts receivable valueCashReal estate value minus loans and / Type of real estateEquipment value minus loansInventory Value ( Non Thc products)Current Business DebtGuarantor InformationCredit score, net worth, average three year incomeCurrent product demand and purchase orders (if applicable)Do you have a IRA or 401K from an employer you are no longer with?YesNoIf yes amount in that?Do you have jewelry, machinery, vehicles, gun or art collection or any other items of value to provide as collateral for a loan?YesNoIf so type of asset and value?Source of Lead - Name,Phone & EmailPhoneThis field is for validation purposes and should be left unchanged. Δ
