QUESTIONS?
CALL US (310) 933-5228

Commercial Loan Application


Loan Officer
Location
Email Phone
Date Submitted Loan App. Date
Amount  

Type of Loan                                                                                                                                                                                                                               
Commercial Mezzanine Construction
Land Other  
Amount Number of Months

Amortization Type

Fixed Rate Adjustable Other
 
Type of Business                                                                                                                                                        
Name of Business Type of Business
Business Address
City State
Zip    
Nature of Business IF PARTNERSHIP IS THERE FORMAL AGREEMENT: Yes    No
Phone Fax
Email Year Business was Established
State in which business was Organized Tax ID
Contact Name Title
Phone  

Property Information & Purpose of Loan                                                                                                              
Subject Property Address
City State
Zip    
Sq. Footage No. of Units
Legal Description of Subject Property
Year Built    
Purpose of Loan
Purchase Construction  
Refinance Construction Permanent Other
Appraised Value Property Will Be

Complete This Section if Construction or Construction Permanent Loan
Year Acquired Orignal Cost
Amount Liens (a) Present Value of Lot
(b)Cost of Improvement Total (a b)
Complete This Section if This is a Refinance Loans
Year Acquired Orignal Cost
Amount Liens Purpose of Refinance
Describe Improvement Improvement Cost

Title will be held in what name(s)
Manner in which title will be held Estate will be held in
Source of Down Payments, Settlement Charges, And/Or Subordinate Financing (explain)

GUARANTOR(S) INFORMATION                                                                                                                              
Guaranter's Name (include Jr. or Sr. if applicable) Guaranter's Name (include Jr. or Sr. if applicable)
Social Security Number Social Security Number
Phone Phone
Present Address Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)
Mailing Address if different than Present Address Mailing Address if different than Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)

If residing at present address for less than 2 years complete the following
Former Address if different than Present Address Former Address if different than Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)
       
Guaranter's Name (include Jr. or Sr. if applicable) Guaranter's Name (include Jr. or Sr. if applicable)
Social Security Number Social Security Number
Phone Phone
Present Address Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)
Mailing Address if different than Present Address Mailing Address if different than Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)
If residing at present address for less than 2 years complete the following
Former Address if different than Present Address Former Address if different than Present Address  
Street Street
City City
State State
Zip Zip
Own or Rent Own    Rent Own or Rent Own    Rent
If Rent (No. of Years) If Rent (No. of Years)
MANAGEMENT INFORMATION                                                                                                                                 
Name Social Security Number
Home Address
Annual Salary Title
% of Ownership    
       
Name Social Security Number
Home Address
Annual Salary Title
% of Ownership    
       
Name Social Security Number
Home Address
Annual Salary Title
% of Ownership    
       
Name Social Security Number
Home Address
Annual Salary Title
% of Ownership    

BANK REFERENCES                                                                                                                                                   
Bank Name    
Business Checking (6Mos/AVG Bal) Savings (Current Bal)
Loan(s) Account Number
       
Bank Name    
Business Checking (6Mos/AVG Bal) Savings (Current Bal)
Loan(s) Account Number
       
Bank Name    
Business Checking (6Mos/AVG Bal) Savings (Current Bal)
Loan(s) Account Number
       
Bank Name    
Business Checking (6Mos/AVG Bal) Savings (Current Bal)
Loan(s) Account Number
       
Bank Name    
Business Checking (6Mos/AVG Bal) Savings (Current Bal)
Loan(s) Account Number





ADDITIONAL INFORMATION REQUIRED                                                                                                              
PLEASE PROVIDE THE FOLLOWING INFORMATION ALONG WITH YOUR COMPLETED APPLICATION SO THE WE CAN BEGIN TO PROCESS YOUR LOAN REQUEST. Provided
LAST TWO YEARS BUSINESS FINANCIAL STATEMENT OR TAX RETURN
CURRENT PERSONAL FINANCIAL STATEMENT OF ALL OWNERS
LAST TWO YEARS PERSONAL TAX RETURN OF ALL OWNERS
RECENT TAX BILL IF REAL ESTATE IS TO BE PLEDGED AS COLLATERAL
COPY OF APPRAISAL (IF AVAILABLE)
COPY OF ENVIRONMENTAL REPORT (IF AVAILABLE)
       
AUTHORIZATION AND SIGNATURES                                                                                                                    

THE INFORMATION YOU PROVIDED ON ALL ACCOMPANYING FINANCIAL STATEMENTS AND SCHEDULES IS PROVIDED FOR THE PURPOSE OF OBTAINING CREDIT FOR THE APPLICANT(S) OR FOR THE PURPOSE OF APPLICANT(S) GUARANTEEING CREDIT FOR OTHERS. APPLICANT(S) ACKNOWLEDGED THAT REPRESENTATION MADE IN THIS STATEMENT WILL BE RELIED UPON BY CREDITORS IN ITS DECISION TO GRANT SUCH CREDIT. THIS STATEMENT IS TRUE AND CORRECT AND ACCURATELY REPRESENTS THE FINANCIAL CONDITION OF THE APPLICANT(S) ON THE DATE GEVEN BELOW. THE CREDITOR IS AUTHORIZED TO MAKE ALL INQUIRIES IT DEEMS NECESSARY TO VERIFY THE ACCURACY OF THE INFORMATION CONTAINED HEREIN AND TO DETERMINE THE CREDITWORTHINESS OF THE APPLICANT(S). THE UNDERSIGNED AUTHORIZE ANY PERSON ON CONSUMER REPORTING AGENCY TO GIVE YOU ANY INFORMATION IT MAY HAVE ON THE UNDERSIGNED. APPLICANT(S) ARE AWARE THAT ANY KNOWING OR WILLFUL FALSE STATEMENT REGARDING THE VALUE OF THE ABOVE PROPERTY FOR PURPOSE OF INFLUENCING THE ACTION OF CREDITOR CAN BE A VIOLATION OF FEDERAL LAWS.

APPLICANT(S) FURTHER AUTHORIZE THE BANK TO MAKE SUCH INQUIRIES OF THE VENDORS AS THEY DEEM RESPONSIBLE AND APPROPRIATE.

BY SIGNING BELOW, EACH APPLICANT DECLARES THAT HE/SHE HAS READ AND UNDERSTANDS THE STATEMENT ABOVE.

Signature 1 Date 1
Signature 2 Date 2
Signature 3 Date 3
Signature 4 Date 4
 

 
 
 

Residential

Our competitive home loan programs and rates put us at the forefront of top residential mortgage companies.
Learn more

Commercial

Learn about our commercial real estate loan programs and why we are one of the nations preferred commercial finance companies.
Learn more

Private/Specialty

Through our extensive capital network and funding capabilities, our private lending group leads the way in specialty and niche lending.
Learn more