*Project Name:
*Date:
Loan Officer or Broker:
Phone:
Email:
CRITICAL DATES
*Are there any critical dates which must be met for this project, e.g. 1031 exchange, contract expiration dates, bank note due dates? If YES, please explain:
PRINCIPAL CONTACT INFORMATION
*Name:
*Title:
*Address:
*City:
*State:	Select State ------------------------------- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Saint Croix Saint John Saint Thomas Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Country:
*Phone:
*Fax:
*Email:
*Who Else May We Discuss Your File With ?
LOAN INFORMATION
*Loan Amount:
Term/Amortization:
NOI:
LTV:
*FLV:
Appraised Value:
Cap Rate Used:
Orig. Points to Broker:
Fees (appraisal, EPA, site visit, etc...):
USE OF FUNDS
Purchase, refinance, refi/cash out, construction, development, operating capital, etc, please be specific.
*Land Acquisition Costs:
*Land Development Costs:
*Direct Construction Costs (Excavation & Grading, Foundations, Masonry, Steel, Drywall, HVAC, Plumbing, Electrical:
*Indirect Costs "Soft Costs" (Architectural Fees, Engineering Fees, Project Mgmt. Fees, Real Estate Taxes, Insurance, Construction Period Interest, Development Fees, Contingency Reserve:
*Other:
*ANTICIPATED DRAW SCHEDULE
EXIT STRATEGY
If not a self-amortizing loan, how will the balloon be paid at the end of the term?
Take out of commitments, types - long term institutional loan commitment, intermediate term commitment, stand-by commitment, gap commitment:
Identity of take-out lender (perm loan if applicable):
Copies of take-out commitment:
Financing avail. to purchasers if project is to build for sale housing or other real estate:
Terms requested if lender provided take-out is required:
PROJECT DESRIPTION
*Please provide a narrative outline description of this project or cut and paste existing executive summary (cut/paste here or attach Document below):
Attach Document:
SALES MARKETING REPORTS
Pricing of units, expenses associated with sales, timeline of sales pro-forma, pre sales:
Attach Document:
PROPERTY INFORMATION
*Type of Real Estate and Description (Number of units, acreage, square footage, age, condition, etc...):
*Address or Nearest Cross Street:
*City:
*State:	Select State ------------------------------- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Saint Croix Saint John Saint Thomas Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
*Country:
*A.P.N.:
*What is the current zoning/entitlements?
What utilities are available and how far from property?
Borrower's Date of Purchase:
Purchase Price:
*Borrower's Cash Investment To Date:
Please list any improvements made to the property:
Current Equity:
Current Debt:
Liens or Back Taxes:
Current Value:
Occupancy:	%
Owner Occupancy:
Additional Comments:
Legal Description:	YES NO
Survey:	YES NO
Prelim Plans & Specifications:	YES NO
Plot Plans:	YES NO
Photos	YES NO
PURCHASE ONLY OR DEVELOPMENT TRANSACTIONS
Sales Price or Project Cost:
Borrower's Cash Down Payment:
Seller-held Second Lien:
Is there a platted map?	YES NO
Are there aerial photos?	YES NO
Are there pre-sales/leases in escrow?	YES NO
Additional Comments:
PRIOR TURN DOWN
If applicable, please explain why financing could not be obtained:
BORROWER INFORMATION
*Please email a separate sheet with this information for any additional borrower to office@olcfinance.com:.
*Type of Borrower:	Select Type ------------------------------- LLC LLLP CORP Individual Other
*Name:
*Title:
*Address:
*City:
*State:	Select State ------------------------------- Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Saint Croix Saint John Saint Thomas Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
*Zip:
*Telephone:
*Email:
Credit Score 1:
Credit Score 2:
Credit Score 3:
Net Worth (excluding this project):
*Average Monthly Income:
Borrower's Prior Experience with this type of prop:
Borrower's Financial Statements (Previous three years prepared by third party and YTD internal):
Attach Document:
*Corporate Resolution confirming signatory authority on borrower letterhead:
Attach Document:
BCL or Proof of Funds (To verify reserve account proceeds):
3-5 Year Leasing/ Cash Flow Projections:
*Attach Document:
If income producing, last three years of operating statements including balance sheet, profit and loss statement, and rent roll of property being purchased:
Attach Document:
AVAILABILITY OF THIRD PARTY DOCUMENTATION
Please indicate each available item and email separately to office@olcfinance.com
Appraisal:	MAI:
Date Completed:
Title Option:	Title Commitment: Title Policy:
Date Completed:
Environmental Reports
EPA Phase I:	Date:
EPA Phase II:	Date:
Asbestos:	Date:
Lead Paint:	Date:
Geotechnical Reports:	Date:
Financial Statements (Previous three years prepared by third party and YTD internal)
Subject Property:	Principals: Corporation, LLC, or Partnership:
Please take the time to print a copy for your records.