Multifamily 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 2011 2012 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

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