Contact Info

Headquarter:
991 Montague Expressway, #201 Milpitas, CA 95035

Tel. (408) 935-9000
Fax. (408) 935-0163

Loan Application

Please note: Minimum loan amounts - Apartments $1,000,000 - All other types $1,500,000
Required fields *

Borrower Information
Company Name:
*Contact First Name:
*Contact Last Name:
*Business Phone:
Mobile Phone:
Best Time to Call:
Fax:
*E-Mail:
*Address 1:
Address 2:
*City:
*State:
*Zip:
Your Role: Prospective Buyer Owner Broker
Preferred Method of Contact:
Phone Email

Loan Information

Property Name:
*Property Address 1:
Property Address 2:
*City:
*State:
*Zip:
Property Type:
If other, please specify:
Tenancy:
*Current Occupancy: %
*Credit Tenant?: Yes No
 If Yes, Who?:
# of Buildings:
# of Parking Spaces per 1000 sq. ft.
*Total Sq. Ft:
Lot Size: sq. ft.
Sprinklered?: Yes No
*Year Built:
Do you have an appraisal?: Yes No
Was the report issued within last 6 months?: Yes No
Value of appraisal: $
Do you have an environmental report?: Yes No
Was the report issued within last 6 months?: Yes No
Do you have a structural/engineering report?: Yes No
Was the report issued within last 6 months?: Yes No

Cash Flow

Last Year Pro Forma
*Occupancy (%):
*Annual Gross Income ($):
*Annual Operating Expense ($):
*Net Operating Income ($):
Capital Improvements ($):
*Debt Service ($):

Rental rates compared with market rates in my area:

Above Equal Below
Loan Purpose: Primary Loan Refinance
Loan Amount Requested: $
Sales Price/ Estimated Value: $
Loan Type: Fixed Adjustable
Loan Term: years
Loan Amortization: years
Preferred Loan Features:
1st Priority:
2nd Priority:
3rd Priority:
When do you plan to Acquire / Refinance?
 If Acquisition, is sale contract executed? Yes No
Other Conditions/ Considerations:
Existing Mortgages / Liens
First Mortgage: $ Rate: %
Payable to:
Second Mortgage: $ Rate: %
Payable to:
Other Liens
Lead Information
Where did you hear about us?
If other, please specify:
Any comments or questions:
 
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