Commercial Financing App
Loan Application For $500k to $800MM
If you are eligible for this funding program, you'll receive a call in 24-48 hours of a weekday. The next step is to receive a term sheet and find out your funding options.
Funding Process
Thank you for the opportunity to for us to review your project.
We are very interested in providing you with the
best value possible which means we take a vested interest in ensuring your upfront costs, closing
timeframe, and cost of capital are minimized.
Our lender does not require a retainer fee or majority of fees prior to reviewing or committing funding to your project. We ask that you please understand and follow our process with regard to working with us.
To help you better understand our process, please note the following sequence of events:
Complete and submit the application (below) for review.
1. We evaluate your responses to the Application to determine it this is a project we have a reasonable
chance to get funded, so please be as detailed as possible, so we can understand your project.
2. If we believe we are unable to fund your project with the type of financing you are looking for, we will
advise you in writing.
3. Our lender will request information pertaining to your project that will include but not limited to business plans, executive summaries, financial statements, project pro-forma’s, background information of the Principals and Management Team, detailed use-of-proceeds of the funds requested, etc.
4. We will determine, depending upon the selected funding portfolio, if any additional agreements or
documents need to be executed and/or provided that are required. Documents may include
NDA’s, Fee Agreements, Credit Applications, etc. But there is a legal fee payable such as the
commitment deposit and the PPI.
5. The lender's board of directors will review your information and facilitate communications between all parties when appropriate. We'll work directly with you throughout the entire process until
closing.
6. If our management board of directors gives the approval to move forward to fund your project you
may be issued a preliminary or definitive “Term Sheet” prior to due-diligence.
7. In some cases there may be third party fees associated with due diligence and/or underwriting that
you may be expected to pay. This may be required once you have received a preliminary or definitive
letter of intent and agreement, or an expression of interest from us.
8. If your project proceeds to funding, all fees previously agreed-to in writing will be paid at closing or as
agreed-to and directed by our lenders. Your Business Plan should include the purpose of your loan request in detail, a description of your project, your marketing plan, information on your management team, an itemized detail of the source and use of the requested funds and a two (2) year pro-forma of financial projections.
9. Please return this Application with the past 3 years (at least 1 year) of your Personal Tax Returns
(for all Principals) and the past 3 years (at least 1 year) of Business Tax Returns and Financial
Statements (if an existing business).
10. We have a better chance of successfully financing your project, when your answers are
complete, thorough and honest. Please type your answers below and submit your application.
best value possible which means we take a vested interest in ensuring your upfront costs, closing
timeframe, and cost of capital are minimized.
Our lender does not require a retainer fee or majority of fees prior to reviewing or committing funding to your project. We ask that you please understand and follow our process with regard to working with us.
To help you better understand our process, please note the following sequence of events:
Complete and submit the application (below) for review.
1. We evaluate your responses to the Application to determine it this is a project we have a reasonable
chance to get funded, so please be as detailed as possible, so we can understand your project.
2. If we believe we are unable to fund your project with the type of financing you are looking for, we will
advise you in writing.
3. Our lender will request information pertaining to your project that will include but not limited to business plans, executive summaries, financial statements, project pro-forma’s, background information of the Principals and Management Team, detailed use-of-proceeds of the funds requested, etc.
4. We will determine, depending upon the selected funding portfolio, if any additional agreements or
documents need to be executed and/or provided that are required. Documents may include
NDA’s, Fee Agreements, Credit Applications, etc. But there is a legal fee payable such as the
commitment deposit and the PPI.
5. The lender's board of directors will review your information and facilitate communications between all parties when appropriate. We'll work directly with you throughout the entire process until
closing.
6. If our management board of directors gives the approval to move forward to fund your project you
may be issued a preliminary or definitive “Term Sheet” prior to due-diligence.
7. In some cases there may be third party fees associated with due diligence and/or underwriting that
you may be expected to pay. This may be required once you have received a preliminary or definitive
letter of intent and agreement, or an expression of interest from us.
8. If your project proceeds to funding, all fees previously agreed-to in writing will be paid at closing or as
agreed-to and directed by our lenders. Your Business Plan should include the purpose of your loan request in detail, a description of your project, your marketing plan, information on your management team, an itemized detail of the source and use of the requested funds and a two (2) year pro-forma of financial projections.
9. Please return this Application with the past 3 years (at least 1 year) of your Personal Tax Returns
(for all Principals) and the past 3 years (at least 1 year) of Business Tax Returns and Financial
Statements (if an existing business).
10. We have a better chance of successfully financing your project, when your answers are
complete, thorough and honest. Please type your answers below and submit your application.
Application
CONTACT INFORMATION
BOROWER'S LOAN REQUEST
Purpose of the Loan
Loan Term (Desired)
Interest Rate (Desired)
Interest Reserves
Total Project Cost
Principal Cash Contributions
Principal - Other Collateral
Total Soft Costs Expended to Date
Loan Amount Requested
Completed Value
PROPOSED BORROWER INFORMATION
Company Name
Type of Entity
Tax ID Number
Prior Project Experience
Street Address
City / State / Zip
Country
Website
State of Incorporation
Date of Incorporation
Country of Incorporation
Number of Employees
BORROWER PRINCIPAL(S) INFORMATION
PRINCIPAL 1
Name of Principal 1
Company Name
Occupation
Adjusted Gross Income 2019
Adjusted Gross Income 2020
Adjusted Gross Income 2021
Total Assets
Liquidity
Real Estate Holdings
Net Worth
Social Security Number
Drivers License Number and State
Credit Score
Street Address
City / State / Zip Code
Phone
PRINCIPAL 2
Name of Principal 2
Company Name
Occupation
Adjusted Gross Income 2019
Adjusted Gross Income 2020
Adjusted Gross Income 2021
Total Assets
Liquidity
Real Estate Holdings
Net Worth
Social Security Number
Drivers License Number and State
Credit Score
Street Address
City / State / Zip Code
Phone
PRINCIPAL 3
Name of Principal 3
Company Name
Occupation
Adjusted Gross Income 2019
Adjusted Gross Income 2020
Adjusted Gross Income 2021
Total Assets
Liquidity
Real Estate Holdings
Net Worth
Social Security Number
Drivers License Number and State
Credit Score
Street Address
City / State / Zip Code
Phone
ATTORNEY INFORMATION
Name
Firm Name
Firm Address
City, State, Zip
Firm Telephone Number
Fax Number
Cell Phone
Years of Experience
Email Address
CPA INFORMATION
Name
Firm Name
Firm Address
City, State, Zip
Firm Telephone Number
Fax Number
Cell Phone
Years of Experience
Email Address
BANK INFORMATION
Name
Bank Name
Bank Address
City, State, Zip
Bank Telephone Number
Fax Number
Cell Phone
Years In Existence
Email Address
EXECUTIVE SUMMARY
EXIT STRATEGY
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