Loan Officer

 
Yes No
Yes No

Borrower Info

Borrower Type/Entity Info

Sales Method

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%
%
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Fee Schedule

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%
$
$
$
$
$
$
$
%
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$
$

Equipment Info

%
%
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Additional Guarantors

HMDA - (Borrower)

Borrower Background

Borrower Experience

Upload HUD
Upload HUD
Upload HUD

Typical Transactions

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To
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To
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To
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To
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To
To
To

SBA Questions

$
$
$
$
$
$
$
$

Assets (Include Borrower + Co-borrower amounts if any)

Type
Estimated Value ($)
Amount Owed ($)
$
$
$
 
$
 
$
 
$
$
$
$
$
$
$
$
$
$
$
$
$
 
$
 
$
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$
 
 
$
 
$
 
$
 
$
 
$
 
$
 
$
 
$
 
$

Total:

$

$

Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

Gifts or Grants

Gifts Or Grants : 1

$

Contingent Liabilities

Contingent Liabilities 1

$
$
$

Borrower Employment Information

$

Additional Employment Information : 1

Borrower Monthly Income

$
$
$
$
$
$
$
$
$

$

(Borrower)

Borrower Monthly Expenses

Monthly Payment

Bal Owed

$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

$

(Borrower)

Liabilities

$
$
$
$
$

Partnerships

Partnerships 1

$
%
$
$

Other New Mortgage Loans on the Property

Other New Mortgage Loans : 1

$
$
$

Subject Property Cash Flow (Annualized)

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$
%
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$
$
%
$
%
$ 0.00
$
0.00
$0.00
0.00
$

VENDOR & EQUIPMENT INFORMATION

Pictures of Property

1st Lien Current Mortgage Scenario

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$
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$
$
$
$
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$

2nd Lien Current Mortgage Scenario

$
$
$

Foreclosure / Default Info

 Yes  No  NA

Loan Workout Q & A

Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
$
Yes No NA
$
Yes No NA
Yes No NA
$
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA
Yes No NA

Additional Questions

$
$

Title Info

Title Info : 1

Attorney Info

Attorney Info : 1

Escrow Info

Escrow Info : 1

Financial Advisor

Financial Advisor : 1

Accountant Info

Accountant : 1

Insurance Agent Info

Insurance Agent Info 1

Billing/Payment Information

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