MORTGAGE LOAN BROKER/LO:

CONTACT:

PHONE:

( )

COMPANY NAME :

TYPE OF PROPERTY :

LOAN BAL. IF REFI.:

1^ST      2^ND

LOAN REQUEST

$

SALE PRICE/ APPRAISED VALUE:

$

TERM REQUESTED :

COLLATERAL/
PROPERTY ADDRESS:

OCCUPANCY %:

UNITS:

*

TOTAL SQ FT :

SOCIAL SEC. #:

*

REQUIRED DOCUMENTATION :

3 years corporate and personal tax returns

Corporate Resolution
Personal financial statements and loan appl.(1003) on all parties involved

YTD income statement and balance sheet

Current rent roll if applicable (leases may be required as well)

Authorization to run Credit (need guarantors’ soc. sec. & address)

Statement of goal (What do they wish to accomplish-refi?)

COMMENTS OR QUESTIONS:

 

** This is preliminary documentation-
more may be requested as we progress.

PRINT THIS FORM AND FAX OR MAIL WITH THE REQUIRED DOCUMENTATION TO: