LOAN SUPPLEMENT FORM
This form is to be completed when the Borrowers/Guarantors
complete a loan application other than the Lender's application.
PERSONAL INFORMATION
Guarantor Name:
Co- Guarantor Name:
Guarantor E-mail:
Co- Guarantor E-mail:
Marital Status:
Single
Married
Divorced
Marital Status:
Single
Married
Divorced
Borrower(s) will be:
Tax ID Number:
Individual(s)
Corporation (C Corp.)
LLC
LP/LLP
S Corp.
Other
Name of Borrowing Entity (Name(s) in which title will be held):
SUBJECT PROPERTY INFORMATION
Address:
City:
State:
Zip:
Property Contact Name:
Property Contact Phone Number:
Estimated Value of Real Estate:
$_____________
Commercial Property Type:
(Choose one)
Source of Value Estimate (Choose One):
Multifamily
Mixed Use (>50% Residential)
Office
Appraisal
Estimate
Sales Price (if purchase)
Warehouse
Mixed Use (>50% Commercial)
Retail
Owner Occupied:
Yes
No
Owner Occupancy %: __________
Self Storage
Light Industrial
Other
Yrs. of Investor Experience: ______
Number of Bldgs.: _____________
Automotive
Mobile Home Parks
Number of Units:
____________
Number of Units Occupied: ______
Bldg. Sq. Footage: ____________
Land Sq. Footage: _____________
If a Purchase:
If a Refinance:
Subject Property Cash Flow:
Purchase Contract Expires:
________________
Original Purchase Date:
_______________
Actual Rents in Place (annualized):
$____________
Purchase Price:
$
Original Purchase Price:
$
Less Actual Expenses* (annualized): $____________
0.00
Subordinate or Seller Financing:
$
Cost of Improvements Made*:
$
Equals Net Op. Income (annualized): $____________
Amount of Down Payment:
$
Current Lender:
_________________________
Gross Annual Rent of Largest Tenant:$____________
Prepayment Penalty:
Interest Rate:
____________%
(*Please do not include mortgage payment or depreciation in
your expense number.)
5% for 5 Years
Monthly Payment:
$ ______________
5% for 3 Years
Pay-Off Mortgage 1:
$
Pay-Off Mortgage 2:
$
Pay-Off Outstanding Taxes/Other $
Cash Out:
$
BUSINESS INFORMATION
Please complete if you are Self-Employed or the Borrower is a Business Entity.
Any individual who owns 25% or more of the business is required to be a guarantor
Business Name: __________________________________________
of the loan. Please list ALL additional owners below. (Choose Yes or No)
Name
Ownership
On Title
Address:
__________________________________________
____________________________________
________%
Yes
No
__________________________________________
____________________________________
________%
Yes
No
City: _________________________
State: ________
Zip: ___________
____________________________________
________%
Yes
No
Years as Business Owner: _______
____________________________________
________%
Yes
No
Will this business occupy the subject property?
Yes
No
____________________________________
________%
Yes
No
Type of Business:
Corporation (C Corp.)
LLC
LP/LLP
S Corp.
Other
Tax Year 1 20____ Business Income:
Tax Year 2 20____ Business Income:
a. Annual Revenues:
$ __________________
a. Annual Revenues:
$ __________________
b. Annual Expenses:
$ __________________
b. Annual Expenses:
$ __________________
(*Please do not include mortgage payment or
(*Please do not include mortgage payment or
depreciation in your expense number.)
depreciation in your expense number.)
0.00
0.00
$ __________________
Net Operating Income (A-B)
Net Operating Income (A-B)
$ __________________