GENERAL QUESTIONAIREINTAKE FORM Name * First Name Last Name Email * Phone (###) ### #### Are you a loan broker? Yes No Subject Property Address Address 1 Address 2 City State/Province Zip/Postal Code Country What type of commercial real estate transaction are you pursuing? (Purchase, refinance, cash-out refinance, construction/development, bridge loan) What is the property type? (Office building, retail/shopping center, warehouse/industrial, multifamily, mixed-use, hospitality, medical, 1 to 4 family investment, condo , 5 to 10 unit apartment, over 10 unit apartment investment) What is the requested loan amount? What is the property value? (Loan amount needed and estimated property value or purchase price) Is this an owner-occupied or investment property? (Will your business occupy 51%+ of the space, or is it purely an investment?) What is the property's current occupancy status? (Fully occupied, partially occupied with %, vacant, new construction) What is the property's net operating income (NOI)? (Current annual NOI or projected NOI for new properties) Do you have an executed purchase contract or property address? (For purchases: contract details; for refinances: property address and current loan info) What is your experience with commercial real estate? (First-time buyer, own 1-3 properties, own 4+ properties, professional real estate investor) Thank you for sending out the form. We will be in touch shortly. We can not wait to hear from you!