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Sergio Castaneda
Stephan Ferency
Email Address
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What kind of program are you looking for?
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1003 Loan Application
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Not sure - I need help deciding
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Export Working Capital
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EIDL
:
1003 Loan Application
2nd Lien Trust Deed
Blanket/Portfolio Loan
Bridge Loan
Commercial
Commercial Bridge
Commercial-Land
New Construction
Cash Out Refi
Commercial- Construction to Perm
Commercial- Value Add
Fix and Flip
Hard Money
Commercial-New Construction
Not sure - I need help deciding
Purchase Only
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Refinance
SBA-504
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Have Property Under Contract
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Borrower Info
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Own
Rent
Yes
No
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
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Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
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Michigan
Minnesota
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Missouri
Montana
Nebraska
Nevada
New Hampshire
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New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
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Pennsylvania
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Texas
Utah
Vermont
Virginia
Washington
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Wyoming
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Own
Rent
Mailing Address
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
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Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
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Rhode Island
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South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
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Wyoming
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Own
Rent
Personal Info
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Unmarried
Married
Separated
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Yes
No
Currently serving on active duty
Currently Retired, discharged, or separated from service
Non-activated member of the Reserve or National Guard
Surviving Spouse
Estimated Credit Score Range
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720 +
680 - 719
620 - 679
600 - 619
580 - 599
580 or Below
Foreign National- No Score
Co-borrower Information
First Name
Last Name
Please Wait...
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AllTel
ATT
Cingular
Cricket
H20
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Boost Mobile
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Alabama
Alaska
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Kansas
Kentucky
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Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
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Pennsylvania
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Rhode Island
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
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Wyoming
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Own
Rent
Yes
No
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
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Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Own
Rent
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Own
Rent
Mailing Address
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Own
Rent
Personal Info
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Unmarried
Married
Separated
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Estimated Credit Score Range
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720 +
680 - 719
620 - 679
600 - 619
580 - 599
580 or Below
Foreign National- No Score
Business Entity
General Business Info
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Sole Proprietorship
Limited Partnership
General Partnership
LLC
Corp
S-Corp
Self Employed-1099 Contractor
501 (c)(3) Nonprofit
501 (c)(19) Veterans Org
Tribal Business
Trust
Joint Venture
Estate
Other
Less than 3 Months
3-6 Months
6-12 Months
1-2 Years
2-3 Years
3-5 years
5+ years
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Business Address
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
-Select-
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Urban
Rural
Suburban
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Own
Rent
$
$
Business Details
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Agriculture,Forestry,Fishing
Construction
Manufacturing
Transportation & Public Utilities
Whole Sale Trade
Retail Trade
Finance Insurance Real Estate
Services
Public Administration
Utilities
Transportation and Warehousing
Professional, Scientific,Tech Services
Educational Services
Health Care and Social Assistance
Arts,Entertainment,Recreation
Restaurant,Internet,Mail Order/Telephone Order
NAICS Code look up
Service
Product
B2B
B2C
Yes
No
Yes
No
Yes
No
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W-2
1099
W-2 & 1099
Cash
Yes
No
Yes
No
Yes
No
Yes
No
1
)
Business Financials
$
$
$
$
$
$
Yes
No
Still Active
Discharged- 1 month
Discharged- 1-3 months
Discharged- 3-6 months
Discharged- 6-12 months
Discharged-1 year
Discharged- 2 years
Discharged- 3 years
Discharged- 5 years
Discharged-7+ years
0
1
2
3
4
5
6
7
8
9
10+
Members/Officers
(List all members with 20% ownership or more.)
%
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Add More Members/Officers Info
Notes
Additional Guarantors
Yes
No
-Select -
Single
Married
An Entity
Divorced
Widowed
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
HMDA - (Borrower)
Yes
No
N/A
Hispanic or Latino
Mexican, Puerto Rican, Cuban, Other Hispanic or Latino
Mexican
Puerto Rican
Cuban
Other Hispanic or Latino
Print Origin
For example: Argentinean, Colombian, Dominican, Nicaraguan,Salvadoran, Spaniard, and so on
Not Hispanic or Latino
Not Disclosed
American Indian or Alaska Native
Asian
Asian Indian, Chinese, Filipino, Japanese, Korean, Vietnamese, Other Asian
Asian Indian
Chinese
Filipino
Japanese
Korean
Vietnamese
Other Asian
Print Race
For example: Hmong, Laotian, Thai, Pakistani, Cambodian, and so on.
Black or African American
Native Hawaiian or Other Pacific Islander
Native Hawaiian, Guamanian or Chamorro, Samoan, Other Pacific Islander
Native Hawaiian
Guamanian or Chamorro
Samoan
Other Pacific Islander
Print Race
For example: Fijian, Tongan, and so on.
White
Not Disclosed
Male
Female
Not Disclosed
an option for veteran
Non-Veteran
Veteran
Service-Disabled Veteran
Spouse of Veteran
Not Disclosed
To Be Completed by Financial Institution (for application taken in person)
Yes
No
Yes
No
Yes
No
The Demographic Information was provided through
Face-to-Face Interview (includes Electronic Media w/ Video Component)
Telephone Interview
Fax or Mail
Email or Internet
HMDA - (Co-Borrower)
Yes
No
N/A
Hispanic or Latino
Mexican, Puerto Rican, Cuban, Other Hispanic or Latino
Mexican
Puerto Rican
Cuban
Other Hispanic or Latino
Print Origin
For example: Argentinean, Colombian, Dominican, Nicaraguan,Salvadoran, Spaniard, and so on
Not Hispanic or Latino
Not Disclosed
American Indian or Alaska Native
Asian
Asian Indian, Chinese, Filipino, Japanese, Korean, Vietnamese, Other Asian
Asian Indian
Chinese
Filipino
Japanese
Korean
Vietnamese
Other Asian
Print Race
For example: Hmong, Laotian, Thai, Pakistani, Cambodian, and so on.
Black or African American
Native Hawaiian or Other Pacific Islander
Native Hawaiian, Guamanian or Chamorro, Samoan, Other Pacific Islander
Native Hawaiian
Guamanian or Chamorro
Samoan
Other Pacific Islander
Print Race
For example: Fijian, Tongan, and so on.
White
Not Disclosed
Male
Female
Not Disclosed
an option for veteran
Non-Veteran
Veteran
Service-Disabled Veteran
Spouse of Veteran
Not Disclosed
To Be Completed by Financial Institution (for application taken in person)
Yes
No
Yes
No
Yes
No
The Demographic Information was provided through
Face-to-Face Interview (includes Electronic Media w/ Video Component)
Telephone Interview
Fax or Mail
Email or Internet
Borrower Background
Are you a U.S. Citizen?
Yes
No
Yes
No
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
Yes
No
Yes
No
Yes
No
Yes
No
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
Yes
No
Yes
No
Yes
No
Co-borrower Background
Are you a U.S. Citizen?
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Borrower Experience
Does borrower have Fix & Flip or Buy & Hold experience?
Yes
No
# of years of experience?
# of properties completed in last 36 months
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
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Mixed Use
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In Progress- To Be Sold
Rented
Sold
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Single Family
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Multi-Fam 2
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Mixed Use
Commercial
Purchase date
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Amount Financed
Rehab Budget
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Ownership %
Exit
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In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
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State
;
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Property Type
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Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
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In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
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State
;
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Alabama
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Yes
No
Yes
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Yes
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Property Type
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Single Family
Condo
Multi-Fam 2
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Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
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In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
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Alabama
Alaska
Arizona
Arkansas
California
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Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
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Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
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Ohio
Oklahoma
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South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
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Wyoming
Zip
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Property Type
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Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
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In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
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Property Type
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Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
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Rhode Island
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South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Yes
No
Does borrower own investment properties?
Yes
No
How many?
Yes
No
Yes
No
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
Yes
No
Amount of Liquid Reserves?
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Mixed Use
Multifamily
Other
Typical Transactions
$
To
To
$
$
To
To
$
$
To
To
$
$
To
To
$
To
To
To
To
To
To
To
To
To
To
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Co-borrower Experience
Does Co-borrower have Fix & Flip or Buy & Hold experience in addition to the borrower's?
Yes
No
NA
Address
Outcome/Profit
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# of properties completed in last 36 months
Address
Outcome/Profit
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Address
Outcome/Profit
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Yes
No
NA
Address
Outcome/Profit
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Address
Outcome/Profit
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Address
Outcome/Profit
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Yes
No
NA
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Yes
No
NA
Does Co-borrower own investment properties in addition to the borrower's?
Yes
No
NA
How many?
Yes
No
NA
Yes
No
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
Yes
No
Amount of liquid reserves in addition to the borrower's??
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Mixed Use
Multifamily
Other
SBA Questions
$
$
Payroll
Rent/Mortgage Interest
Utilities
Other
Detailed Explanation
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
$
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Loan Amount
$
Yes
No
Other Business/Affiliate Information
Company Name
Tax Id/EIN #
Legal Owners/Title/Ownership %
# of employees
Years in Business
Has applied for SBA loans?
Yes
No
Description
Add Other Business Info
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Before Jan 1, 2019
Between Jan 1, 2019 – Feb 15, 2020
After Feb 15, 2020
No
Partial Suspension
Full Suspension
Q1 2020: (after the CARES Act took effect: March 13 - March 31, 2020)
Q2 2020: Apr – Jun
Q3 2020: Jul – Sep
Q4 2020: Oct – Dec
Q1 2021: Jan – Mar
Q2 2021: Apr – Jun
Q3 2021: Jul – Sep
Q4 2021: Oct – Dec
Q1 2019
$
Q2 2019
$
Q3 2019
$
Q4 2019
$
Q1 2020
$
Q2 2020
$
Q3 2020
$
Q4 2020
$
Q1 2021
$
Q2 2021
$