Commerical Property Data Form

Commercial Property Data Form

To apply for a Commercial Real Estate Loan, please complete the
following form and a Loan Consultant will contact you shortly with a
response. All information is Confidential.

In addition, please fax the following documents to 949-666-7458:
1) Certified Rent Roll
2) Leases
3) Copy of Fully Executed Contract of Sale (if Purchase)

Borrower Information

*Name:
*Email:
*Phone:
Borrower Social Security Number:
Co-Borrower Name(s):
Co-Borrower Social Security Number:

Subject Property Information

*Street:
*City:
*County:
*State:
*Zip Code:
*Property Type:
*Number of Units:
*Dry Cleaners Y/N:
*Fuel Storage Tanks Y/N:
*Estimated Value (purchase price if applicable):
*Loan Amount:
*Loan to Value (LTV): (%):

Loan Program Information

*Program Type:
Electing Low Doc (3 years income & expns req) Y/N:
*YSP Desired::
Add on to Rate::
Current Loan Balance: ($):
Date Purchased::
*Loan Purpose:

FICO Information

*Middle FICO Score::
Tier (leave blank):

Rental Income Information

Unit 1:
Monthly Income:
Square Feet:
Occupied Y/N:
Unit Type:
Owner Occupied Y/N:
Annual Rent Per Sq. Ft. :
Unit 2:
Monthly income:
Square Feet:
Occupied Y/N:
Unit Type:
Owner Occupied Y/N:
Annual Rent Per Sq. Ft. :
More Units to add? Y/N:
Other Income $:
If Yes please describe:
*Total Monthly Rental Income $:
*Total Annual Gross Income $:

Annual Expense Information (note any expenses paid

Annual Gross Income:
Vacancy (5%):
Effective Gross Income:
*Real Estate Taxes:
*Water and Sewer:
*Insurance:
*Heat:
*Utilities:
other:
Repairs and Maintenance (5%):
Replacement Reserves (5%):
Management Fees (5%):
Annual Operating Expenses:
*Total Effective Gross Income:
*Net Operating Income:

Note: Fields with an * are required