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:

Need Apartment Building Insurance Quote? Yes
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

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