Apartment Loan and Investment Property Mortgage Application

Apartment Loan Request Form

All information is kept strictly private & confidential.

*Entries with ( ) required Client Information**
* Contact
* Name / Company
* Phone:	Work:
* Email Address:
Loan Information
* Loan Purpose:
* Loan Amount:	* (Minimum Loan Amount is $500,000)
* Est. Market Value:
* Loan Term:	All Loans Amortized 25 to 30 years
* Loan Type:
Purchase Section
Sales Price:
Down Payment:	20% minimum
Refinance Section
Date Acquired:
Original Cost:
1st Td Balance:
2nd Td Balance:
Current Interest Rate:	Type: Fixed Adjustable
Monthly Payment:

Property Information

* Address:
* City:
* State:	Zip:
* Year Built:
* Number of Units:

Unit Mix:
# of Studios:	One Bedroom:	Two Bedroom:	Three Bedroom:	Other:

* Current Occupancy %	%
Number of Parking Spaces
Are tenants on annual leases, month-to-month leases, or both?	Annual Month to Month Both
Are there any rent concessions?	Yes No
How is the property managed?	Self-Managed Management Company Resident Manager

Operating Data	2006	2007	Current Year to Date
* Annual Gross Rental Income (actual)	$	$	$
* Other Income (Laundry, Vending, etc)	$	$	$
* Annual Operating Expenses (do not include debt service or depreciation)	$	$	$

Personal Info:
Employer / Self Employed:
Years on Job/Profession:
* Monthly Gross Income:	Co-Applicant
Monthly Gross Debts:	Co-Applicant
Liquid Cash Reserves:
* Credit History:
Comments:

This application form & subsequent rate quote does not constitute a loan commitment. Rates, terms and conditions are subject to change without notice. All transactions are subject to submission of a formal application, underwriting and written approval. Approved terms may vary. Please contact us by email or phone us at 949.963.9168

* Items must be filled in or answered to receive a rate quote