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| Our goal is to facilitate (via timely expedition of funding) procurement of exceptional/significantly-discounted property on behalf of our highly-qualified real-estate-intensive INVESTORS . . . . . out-performing their highly-resourceful competitors . . . . . We aim to earn your referrals! |
| DOCUMENTATION guidelines to boost expedition |
Please immediately deliver documentation . . .
1. Regarding purchase price?, and
2. How much cash is the buyer/borrower putting into this transaction?
. . . . . (e.g. Purchase & Sale Contract + Liquid Assets Documentation/Escrow Agent Affidavit)
3. If this is a refinance, it is imperative to document original purchase date and price.
. . . . . (e.g. Settlement Statement HUD-1 form)
. . . to help streamline your project . . . your cooperation in presenting to our underwriters the strongest possible
documentation-package would be most-supportive (this recommendable course of action not only boosts the propeller,
but it also yields most-attractive-possible repayment terms).
Quick Response! . . . Quick Close!
You may have already EMailed some of the information to us. If that is the case, then please notate on the cover
page - "documentation or information previously delivered on (whatever date)".
EMail APPRAISAL if available and/or any available color pictures of the subject property (very important) and EMail
or Fax any other pertinent documentation for our initial review.
If no Appraisal, please advise how Subject Property Value was determined.
Do you have any of the below items?
If YES, EMail or Fax available documentation/information for our review:
[*NOTE: Underwriter/Investor MAY or MAY NOT request Tax Returns during due diligence period. Generally, Private Lenders WILL NOT require Tax Returns.]
Also, please advise what other documentation/third party reports are available for review.
Quick Response! . . . Quick Close!
Brokers are protected.
Do not hesitate to contact us with any questions.
We look forward to working with you and hearing from you soon.
| Your business and referrals are greatly appreciated . . . |
1. Sources and Uses Of Funds Breakdown . . .
. . . . refer to this sample Loan Thesis
2. Title Commitment or Preliminary Title Report
3. Survey
4. Phase I Environmental
5. Insurance
6. Principal(s)/Guarantor(s) Resume
7. Principal(s)/Guarantor(s) Financial Statement
. . . . (*NO Tax Returns)
8. Borrowing Entity Financials (*NO Tax Returns)
9. Credit Report (Only if available, do not pull new report)
10. Project/Property Financials
. . . . refer to this sample Loan Thesis
2. Title Commitment or Preliminary Title Report
3. Survey
4. Phase I Environmental
5. Insurance
6. Principal(s)/Guarantor(s) Resume
7. Principal(s)/Guarantor(s) Financial Statement
. . . . (*NO Tax Returns)
8. Borrowing Entity Financials (*NO Tax Returns)
9. Credit Report (Only if available, do not pull new report)
10. Project/Property Financials