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*Entity or Company Name:
*Contact First Name:
*Contact Last Name:
*Company Address:
*Company City, State, Zip:
*Business Phone:
*Email Address:
*Best Time To Call

PROPERTY INFORMATION
(Commercial Loans)
*Property or Project Name:
*Property Address:
Property City, State, Zip:*
Year Built (if applicable):
% Occupancy (if applicable):
Number of Units (if applicable):
*Property or Project Value:

LOAN INFORMATION:
Loan Type: Hold CTRL Key For Mulitple
Selections
*Project or Loan Amount:
Please Rate Your Credit:
How Did You Hear About Us:
Broker/Associate Contact: (name, email,
phone, company)
*Loan Summary:

Privacy Statement
We appreciate your business, the information
submitted will be treated as strictly confidential.
We will only use this information to assist you in
obtaining financing for your project.


Energy Capital
Oil and gas acquisition
Exploitation and development drilling
Natural gas gathering and processing
Oilfield service companies
Power companies...

Letters Of Credit

Apartment Finance
5-20 Units
21+ Units

Construction Loan
New
Renovation

Development Loan
Commercial
Residential

Healthcare/Medical Loan
Assisted Living
Congregate Care
Hospital
Independent Living Facility
Medical Clinic
Rehabilitation Center
Skilled Nursing Facility

Hotel/Motel Finance
Full Service Hotel
Limited Service Hotel
Resort Hotel
Suite Hotel
Convention Hotel
Flagged Motel
Independent Motel

Industrial Building Loan
Light
Manufacturing
Office-Warehouse
Research & Development
Warehouse/Multi-Tenant
Warehouse/Single-Tenant

AgFinance
Riding Arenas
Farms
Barns
Ranches
Processing Facilities

Due Diligence Items:

Please be prepared to provide:

Project Executive Summary

Personal Financial Statement or 1003

Rent roll for Multifamily transactions

Lease Agreements for Mixed Use

Digital Photos for Commercial Property
transactions

Interim (most recent) Financials

Last 2Y Business Tax Returns (all
schedules) for entity transactions
 
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Private Equity Solutions, Complex Situational Financing, Commercial Real Estate Finance