Borrower Information

[ ] Borrower Contact Information

[ ] Resumes for the Principals

[ ] Borrower Description

[ ] Credit, Net Worth and Liquidity

[ ] Borrower Issues

Financial Information

[ ] Income/Expense Pro-forma Budget (projects with less than 2 years of operating history)

[ ] Financial Operating History (if existing property)

[ ] Project Cost (If operating less than 2 full years)

[ ] Acquisition Costs (if a purchase)

Financing Request

[ ] Desired Financing Amount, Type and Terms

[ ] Existing Financing

Location Information

[ ] Location/neighborhood description

[ ] Be aware of contents of police report (class B or C properties)

Property Information

[ ] Land Characteristics

[ ] Photographs, site plans, floor plans, etc.

[ ] Purchase Contract (if a purchase)

[ ] Appraisal and Market Survey

[ ] Environmental status report

[ ] Investment Sales Package (if a purchase)

Property Issues

[ ] Are there asbestos problems

[ ] Are there seismic issues (CA, WA, OR)?

[ ] Ground Lease