Initial Intake Information Real EstateCompany Name* Contact Name* Contact Title Contact Email* Contact Phone Number* How did you hear about us ? Ownership Structure and Percentages Type of FinancingDesired PurchaseRefinanceProperty Estimated Value Is 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 & County Property TypeTilt Up BuildingGreenhousesFarmRetailRent Roll Available?YesNoProfit and loss statement available?YesNoIs a personal guarantee available?YesNoFor RefinanceOriginal purchase price and date If cash out what are use of proceeds? How was it originally financed ie.amount of down payment, owner carry, new loan and amountsWhat are the existing loan(s) amount interest rate ie.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 % owned Owner's InformationOwner 1 Owner 2 Owner 3 Owners 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 company Contact name Contact email Contact phone numberOwnership structure names and percentages Business start date Month Day Year Business Name & type Business location Business website Story/Background of business Amount of funding requestedHow will the funds be utilized? Timeline for funding How will the funding be applied to make the business more profitible? Financial Results to date2017 gross revenue 2017 net profit or loss 2018 gross revenue 2018 net profit or loss 2019 year to date revenue 2019 net profit or loss Balance Sheet ItemsAccounts receivable value Cash Real estate value minus loans and / Type of real estate Equipment value minus loans Inventory Value ( Non Thc products) Current Business Debt Guarantor InformationCredit score, net worth, average three year income Current 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 & Email CommentsThis field is for validation purposes and should be left unchanged. Δ
