PERMANENT LOAN APPLICATION

BORROWER

First Name *

Last Name *

Phone *

Email *

Company name the borrower is closing in

PROPERTY

Property Street Address *

City *

State *

ZIP *

Exact property type *

Number of units / details (e.g. 7-unit)

Square footage *

LOAN REQUEST

Purchase or refinance? *

Already in a purchase and sales contract?

Yes

No

N/A

Purchase price (if purchase)

$

When do you need to close? *

Current fair market value *

$

Loan amount requested *

$

REFINANCE DETAILS (IF REFINANCING)

Debt to be paid off on this property

$

Current loan type

Current lender

Current interest rate (%)

Current loan term / maturity

Date originally purchased

Original purchase price

$

Seeking cash out?

Yes

No

If yes, how much and what will it be used for?

OCCUPANCY & INCOME

Is the property owner-occupied or an investment property? *

Owner-occupied

Investment property

If investment: are all rents deposited to a bank account and trackable?

Yes

No

N/A

Current occupancy (%)

Monthly rental income

$

Monthly property taxes *

$

Monthly insurance *

$

BORROWER HOME & REAL ESTATE

Home Street Address *

City *

State *

ZIP *

Do you own or rent your home? *

Own

Rent

Monthly rent or mortgage payment *

$

Do you own other investment properties? *

Yes

No

If yes, attach your schedule of real estate

LIQUIDITY & CREDIT

Money on hand *

$

FICO - Experian

FICO - Equifax

FICO - TransUnion

BACKGROUND

Any tax liens, judgments, recent or pending lawsuits? *

Yes

No

If yes, please explain

Any mortgage lates ever? *

Yes

No

If yes, when?

CERTIFICATION & SIGNATURE

I certify that the information provided is true and complete. I understand this application is not a commitment to lend, and I authorize Oceanview Financial, LLC to verify this information, obtain credit reports, and share it with prospective lenders and funding partners.

Certification *

I certify the information is true and complete

Borrower Signature *

Clear

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