PARTNER INTAKE FORM

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LOAN SNAPSHOT

Loan Purpose *
  • CRE Purchase
  • CRE Refinance
  • Working Capital
  • Construction
  • Bridge Loan
  • Accounts Receivable Loan
  • Business Acquisition Loan
  • Other
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Property Type *
  • Multi-Family
  • Office
  • Retail/Strip Center
  • Light Industrial
  • Self-Storage Facility
  • Mobile Home Park
  • Day Care
  • Restaurant/Bar
  • Gas Station
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Occupancy Type*
  • Owner-Occupied
  • Investment
  • Business Acquisition
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FICO Score Estimate*
  • 720+ (Excellent)
  • 680–719 (Good)
  • 640–679 (Fair)
  • Below 640 (Poor)
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Investment - Owner Occupied or Non-Owner Occupied
  • Yes
  • No
  • N/A
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LOAN READINESS SNAPSHOT

When Do You Need Funding?*
  • ASAP (0–30 days)
  • 1–3 months
  • 3–6 months
  • 6–12 months
  • Not sure / exploring options
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  • List is empty.

BUSINESS SNAPSHOT (OPTIONAL)

Industry/Type Of Business
  • Food & Beverage
  • Retail
  • Professional Services
  • Health & Wellness
  • Manufacturing & Industrial
  • Construction & Trades
  • Transportation & Logistics
  • Real Estate & Development
  • Other Business
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  • List is empty.
Years In Business
  • Startup (0–1 Year)
  • Emerging (1–3 Years)
  • Established (3–7 Years)
  • Veteran (7+ Years)
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Business Ownership Type
  • Sole Proprietor
  • Partnership
  • LLC
  • Corporation
  • Non-Profit
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REFERRAL PARTNER INFO

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