Non Owner Occupancy Investment Property

GENERAL QUESTIONAIRE

Intake Form

Borrower First Name

Borrower Last Name

Borrower Email

Broker Name

Broker Email

Phone

Target Purchase/Refin Address

Borrower Residency

US Citizen

Green Card

Foreign National

Client Credit Score

Purchase Price or Current Value

Loan amount request ($ or %)

Refin or Purchase

Purchase

Refinancing Only (No Cashout)

Refinancing with Cashout

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)

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)