Portfolio Financial

Borrower (Principal):

Name:
Address:
City, State, Zip:
Business name:
Years in business:
Primary phone number:
Secondary phone number:
Fax:
Email:

Property Description:		single family
		1-4 units
		condo
		new construction
		land

Property address:

Type of loan:		purchase
		land loan
		construction
		refinance
		cash out refinance
		second
		acquisition and development
		bridge
		other

		if bridge or other, describe the loan you are bridging to or the type of loan:


Purchase price:
Appraised value:
Loan amount requested:
LTV / CLTV:

Preferred Payback Period:		quickest financing
		lowest rate
		longest term
		shortest term
		bridge (12 to 36 months)

Special Terms Preferences:
		(State any special preferences, such as terms in number of years, interest-only, balloon payments, etc.)

Collateral:
		(What is available besides the property itself? Specify type of collateral and amount of equity. Real estate equity and liquid cash are best. Equity is value less amount owed.)

For purchases:

Purchase price:
Down payment:
Seller carry:
Seller concessions:
Contract expiration date:

For refinance / cash out requests:

Purchase date:
Original purchase price:
Down payment:
Existing leins:
Improvements made and cost:
Payoff:

For construction or development requests:

Lot equity:
Cost of the lot:
Cost of construction:
Finished value:
Estimated design & development completion:
Developer background:

Credit score:
Current mortgage payments:
Names of guarantors:
Documentation available:
Other information, critical dates or special circumstances:
Loan purpose details and plan to exit or refinance:

1. Complete and sign the submission for consideration form.
2. 1003 and consent for credit. Out side credit report acceptable for submission (no more than 30 days old)
3. Corporate entity to provide valid proof of designated signer
4. Current appraisal or out dated appraisal for consideration
5. Borrower to provide valid deposit for initial loan processing.

______________________________________ Date____________________
Agreed/ borrower/broker

If you are unable to submit this form online, print it from your browser
and fax to 949-249-8973 or mail to: