Sample Worksheet
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Borrower/ Deal Name:
_________________________________Credit Score:________________
Property
type:__________________________ No. of Units: _______________________________
Property Location:
________________________________________________________________
Financing Terms
Total Capital Requested:
Breakdown Use of Funds:
Purchase:
Refinance:
Sale Price:$___________________
P/O Mortgage (s): $________________
Existing Rate(s): ________%
Seller financing:$_______________
Improvements: $________________
Original Purchase Date: _________
Cash Down: $__________________
P/O Tax Liens:$_____________
Original Purchase Price:__________*Cash Required: ____________________________
Cash Out (explain): $_____________Original Cash Down: ___________
Circle: Lease(or) Owner occupiedOther: (explain): $_______________
Utilities paid by: Tenant(or)Owner _______________________________
Value:______________________ Source of Value: ____________________
Gross Annual Rental Income:$_______________Gross Adjusted Income:$_________________
(Leased Property)
(Owner Occupied Property)
Additional Collateral:________________________________________________________________
Explanation
Why Un-bankable: __________________________________________________________________
Purpose of Financing: ______________________________________________________
Brief Summary of Loan (Story):
