LOAN REQUEST FORM
DATE:
REQUEST LOAN AMOUNT: $SUBMITTED BY:
/BORROWER INFORMATION:
Full Name:
Address:City: State:Zip:
Work Phone: () -Mobile #: () -
Home Phone: () -Fax #: () -
Email: /
Full Name:
Address:City: State:Zip:
Work Phone: () -Mobile #: () -
Home Phone: () -Fax #: () -
Email:
BORROWER FINANCIAL INFORMATION: Being Faxed
Total Assets: $ Total Liability: $ Net Worth: $Credit Scores: Credit Report Being Faxed
SCHEDULE OF REAL ESTATE: Being Faxed
Subject Address #1: City: State: Zip:Property Type: Cost: $ Present Value: $ Existing Debt: $ Income: $
Subject Address #2 (if any): City: State: Zip:
Property Type: Cost: $ Present Value: $ Existing Debt: $ Income: $
Subject Address #3 (if any): City: State: Zip:
Property Type: Cost: $ Present Value: $ Existing Debt: $ Income: $
Subject Address #4 (if any): City: State: Zip:
Property Type: Cost: $ Present Value: $ Existing Debt: $ Income: $
SUBJECT PROPERTY
Property Name (if any):Address: City: State: Zip:
Purchase: Refinance:
Sale Price:$: Date Acquired:
Cash Down:$: Original Cost:$
1st T.D.:$: Estimated Value:$
2nd T.D.: $: Amount of Payoffs:$
Source of Down Payment: $
Loan Term:
1st Lender: Interest Note & Term:
2nd Lender (if any): Loan Amount: $ Interest Note & Term:
Other Liens:
OVERVIEW, EXECUTIVE SUMMARY:
DESCRIPTION OF PROPERTY:
Apartment Office Retail Industrial Hotel Land Other
Total Sq. Ft.: Net Rentable Sq. Ft.: Vacant Sq. Ft.: %
Year Built: # of Stories: Conditions:
Overview, and general description of property:
HISTORIAL PROFIT & LOSS INFORMATION (most recent 3 years): Being Faxed
Revenue (annual):2005 20062007Rental Income: $ $ $
Reimbursements: $ $ $
Other Income: $ $ $
Gross Income: $ $ $
Less Vacancy:$ $ $
NET REVENUE:$ $ $
Expenses:
Taxes:$ $ $
Utilities:$ $ $
Maintenance:$ $ $
Insurance$ $ $
Other:$ $ $
TOTAL EXPENSES:$ $ $
NET OPERATING INCOME: $ $ $
RENT ROLL as of 2007: Being Faxed
Unit #/Tenant:Sq. Feet:Start Date:End Date:Base Rent:Reimbursement:
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
PLEASE RESPOND THE FOLLOWING:
Principals (please include background, outstanding issues, bankruptcies, net worth, etc.):
Unusual Items/Risk Factors/Issues (with regard to subject property):
Location/Neighborhood:
Physical Condition:
Environment Issues, if any:ADDITIONAL COLLATERAL, IF ANY:
Address: City: State: Zip:Date Acquired: Original Cost: $ Estimated Values: $ Amount of Payoffs:
DESCRIPTION OF PROPERTY:
Apartment Office Retail Industrial Hotel Land Other
Total Sq. Ft.: Net Rentable Sq. Ft.: Vacant Sq. Ft.: %
Year Built: # of Stories: Conditions:
Overview, and general description of property:
ADDITIONAL COLLATERAL (continued)
HISTORIAL PROFIT & LOSS INFORMATION (most recent 3 years): Being Faxed
Revenue (annual):2005 20062007Rental Income: $ $ $
Reimbursements: $ $ $
Other Income: $ $ $
Gross Income: $ $ $
Less Vacancy:$ $ $
NET REVENUE:$ $ $
Expenses:
Taxes:$ $ $
Utilities:$ $ $
Maintenance:$ $ $
Insurance$ $ $
Other:$ $ $
TOTAL EXPENSES:$ $ $
NET OPERATING INCOME: $ $ $
RENT ROLL as of 2007: Being Faxed
Unit #/Tenant:Sq. Feet:Start Date:End Date:Base Rent:Reimbursement:
$ $
$ $
$ $
$ $
$ $
$ $
$ $
ADDITIONAL COLLATERAL (continued)
PLEASE RESPOND THE FOLLOWING:
Principals (please include background, outstanding issues, bankruptcies, net worth, etc.):
Unusual Items/Risk Factors/Issues (with regard to subject property):
Location/Neighborhood:
Physical Condition:
Environment Issues, if any:414 13th Street, Suite 400 Oakland, CA 94612. / P: (510) 452-9144 / F: (510) 452-2836 /
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