Please complete, print and fax us.

                      Fax (888) 444-8033    Phone (800) 930-4243

Commercial Loan Application

Schedule of Real Estate

Property Address

Type of Property

Present Value

Amount of Mortgage

Annual Gross Rental Income

Annual Operating Expense

Annual Income

 

Total

 

Assets and Liabilities

Borrower #1

Borrower #2( if spouse, else use a copy of this form separately for each Borrower)

Name 

 

Name 

Personal Financial Statement

Assets

Liabilities and Net Worth

 

Cash in Bank ( list below)

 

Notes Payable to Bank

 

 

 

Notes Payable to Others

 

 

 

Account Payable (i.e. credit cards)

 

 

 

Liens on Real Estate (from schedule above)

 

 

 

Other Liabilities (list below)

 

 

 

 

 

US Government Securities

 

 

 

Accounts, Loans and Note Receivable

 

 

 

Cash Surrender Value of Life Insurance

 

 

 

Stocks and Bonds

 

 

 

 

 

 

 

  Total Liquid Assets (verifiable at closing)

 

 

 

 

 

 

 

Real Estate Owned (complete schedule above)

 

 

 

Net Worth of Business

 

 

 

Retirement Account Balance (vested amount)

 

 

 

Automobiles Owned

 

 

 

Other Assets

 

 

 

 

 

Total Liabilities

 

 

 

 

 

Total Assets

 

Net Worth (assets- liabilities)