Executive Summary Form
Executive Summary
Name *
Date *
Submission Date *
Comments *
Loan Amount Requested *
Refinance (if applicable)
Purchase Price
Date of Purchase
Existing Loan Amount(s)
Payoff Amount / Lien Holder
If Land, Number of Acres (size)
Are liens current?
Yes
No
Please explain:
Development and Construction
Is Project Fully Entitled?
Yes
No
When expected?
Is Project Fully Permitted?
Yes
No
When expected?
Environmental Report Completed?
Yes
No
Date:
Feasibility Study Completed?
Yes
No
Date:
Construction Purpose
Select purpose...
Development
Rehabilitation
Other
Amount of Deferred Maintenance
Number of Construction Phases
Total Improvement Costs
Future Completed Value
Builder / Developer's Experience
Number of Buildings
Total Square Footage of Buildings
Who Manages Property
Property Website
Type of Development Project
Select type...
Hotel
Commercial
SFRs
Retail
Mixed Use
Other
Project Narrative and Financial Planning
Brief Description/Narrative of Project/Property *
Schedule of Use of Funds *
Sales/Resales/Reservations
Occupancy Rate Information
Current Occupancy Rate
Anticipated Future Occupancy Rate
Exit Strategy *
Strengths of the Transaction *
Drawbacks of the Transaction
Supporting Documentation
Do you have all supporting documentation?
Yes
No
Upload Supporting Documents:
Operational History and/or Projections
Yes
No
Upload Documents:
Monthly Operating or Construction Budget
Yes
No
Upload Spreadsheets/Pro-Forma:
Current Financial Information
Tax Returns
Personal Financial Statements
Rent Rolls
Upload Documents:
Client and Project Readiness
Has the client/project been turned down before?
Yes
No
Provide reasons for turn-down:
Is the client/project ready to move forward immediately?
Yes
No
Has this loan request been submitted elsewhere?
Yes
No
Provide details:
Do you have a fee agreement with this client?
Yes
No
Upload Fee Agreement:
Submit Executive Summary