Loan Officer/Broker

 
Yes No
Yes No

Borrower Info

 
Additional Borrower Fields

Borrower AKA Name 

Borrower Type/Entity Info

Additional Guarantors

HMDA - (Borrower)

Borrower Background

Borrower Experience

Upload HUD
Upload HUD
Upload HUD

Typical Transactions

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SBA Questions

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Assets (Include Borrower + Co-borrower)

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

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Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

Gifts or Grants

Gifts Or Grants : 1

$

Schedule of Real Estate Owned and Sold

 

Schedule of Real Estate Info :

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Borrower Employment Information

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Additional Employment Information

Additional Employment Information : 1

Borrower Monthly Income

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$

(Borrower)

Borrower Monthly Expenses

Monthly Payment

Bal Owed

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$

(Borrower)

Financial Accounts & Securities

$

Financial Accounts & Securities : 1

$

Creditors / Liabilities (Non-Real Estate)

Creditors / Liabilities (Non-Real Estate) : 1

%
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$
$
Add More Creditors/Liabilities

Partnerships

Partnerships 1

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Other New Mortgage Loans on the Property

Other New Mortgage Loans : 1

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Subject Property Cash Flow (Annualized)

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%
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$0.00
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Estimated Project Cost/Use Of Funds Breakdown

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Collateral

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VENDOR & EQUIPMENT INFORMATION

Pictures of Property

1st Lien Current Mortgage Scenario

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2nd Lien Current Mortgage Scenario

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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
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Yes No NA
Yes No NA
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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

Insurance Agent Info

Insurance Agent Info 1

Billing/Payment Information

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