Commercial Mortgage Loan Summary


Please take a moment to fill out this short form, it will give us the preliminary information necessary to understand your commercial mortgage loan needs and respond back to you in a timely manner.


Contact Information:  


City   State   Zip Code
Phone Number

Fax Number

Best Time to Contact You 

You Are a


Borrower Information (ownership of 25% or more):  

Company Name   
Company Fed ID# or DUNNS# 

Borrower Name
Borrower Home Address 

City State   Zip Code
Borrower S.S.#

Borrower Home Phone

Borrower Work Phone

Borrowers Occupation


Co-Borrower Information (ownership of 25% or more):

Co-Borrower Name (if applicable)  
Co-Borrower Address 

City State   Zip Code
Co-Borrower S.S.#

Co-Borrower Home Phone

Co-Borrower Work Phone

Co-Borrower Occupation


Subject Property Information:

Address of Property
City  State  Zip
What Is The Borrowing Entity?
Is This a Purchase or Refinance?

If a Refinance, Do You Need Cash Out? 

If Cash Out, How Much Cash is Needed? 
If a Refinance, How Long Have You Owned The Property?

If a Refinance, How Much Did You Originally Pay for the Property? 
What Type of Property is This?

Number of Units

Will the Borrower Occupy the Property? 
Sales Price or Appraised Value

Is an Appraisal Available?
Amount of Existing Mortgage (If Refinancing)
Loan Amount Desired (consider closing costs if refinancing)

Gross Operating Income (yearly)

Net Operating Income (yearly)
Is Seller Financing Involved?
Your Approximate Net Worth 

What are Your Intentions?
How Would You Rate The Borrower's Credit?

Will Borrower Provide Income Documentation?

Please tell us a little about your scenario. 

Include the following:

If a refinance, list any improvements made to the property, since originally purchased.

If requesting a cash-out refinance, explain what the additional cash will be used for.


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