(We DO NOT fund owner occupied single family residential properties)

Part 1, Borrower Information

Principal(s) / Guarantor(s) Name(s):

Address:

City:

State:

Zip:

Country::

Telephone:

Cell Phone:

Fax:

Email Address:

Credit Score (if known):

Borrowing Entity:
 Corporation LLC Partnership

General Partnership: List all general partners
Limited Partnership: List all general partners & Any limited partner with an interest of 20% or more (specify managing general partners)
Corporation: List all shareholders or beneficiaries owning 20% or more of the corporation's stock. Indicate the % or number of shares owned

Partner Name:

Partner Role:
 LP GP President

Interest % or No. of shares:

Partner Name:

Partner Role:
 LP GP President

Interest % or No. of shares:

Partner Name:

Partner Role:
 LP GP President

Interest % or No. of shares:

Partner Name:

Partner Role:
 LP GP President

Interest % or No. of shares:

Partner Name:

Partner Role:
 LP GP President

Interest % or No. of shares:

Part 2, Commercial Property Information

Property Address:

Property State:

Property Zip Code:

Property Description:
 Mixed Use Retail Industrial/Warehouse Office Mini Storage Medical Office Hotel/Motel Mobile Home Park Land Other

Gross Building Size:

Net Rentable Square Feet:

Lot Size:

Year Built:

Property Type:

Requested Loan Amount:

Acquisition?
 Yes No

If acquisition, what is the purchase price?:

How much cash is the borrower putting down?

Refinance?:
 Yes No

If refinance, what was the original date of acquisition?

What was the original purchase price?

How much cash has the borrower put in?

What is the as-is value?

What is the improved value?

Purpose of Refinance?

Current Debt

First Mortgage Name:

First Mortgage Balance:

First Mortgage Maturity Date:

First Mortgage Rate:

Recourse?
 Yes No

Second Mortgage Name:

Second Mortgage Balance:

Second Mortgage Maturity Date:

Second Mortgage Rate:

Recourse?
 Yes No

Other Mortgage Name:

Other Mortgage Balance:

Other Mortgage Maturity Date:

Other Mortgage Rate:

Recourse?
 Yes No

Other Mortgage Name:

Other Mortgage Balance:

Other Mortgage Maturity Date:

Other Mortgage Rate:

Recourse?
 Yes No

Source and Use of Funds

Sources
Loan Amount:

Borrower Cash:

Borrower Cash Source:

Additional Source Amount:

Additional Amount Source:

TOTAL SOURCES

Uses
Existing 1st Mortgage:

Existing 1st Mortgage Lender:

Existing 2nd Mortgage:

Existing 2nd Mortgage Lender:

Capital Improvements:

Closing Costs:

Other:

Description:

Total Uses:

Additional information or circumstances:

What is the exit strategy for this loan?

Has this loan been shopped to other lenders? If so, to which lender(s), and what is the status?

Ae there commitments made by other lenders? If so, who?

Broker / Consultant submitting this summary:

Broker Name:

Office Phone:

Cell Phone:

Email Address: