Data Gathering Forms For
Commercial Real Estate Lending

In our ongoing effort to support our clients in their commercial real estate lending needs, we offer worksheets to assist in the gathering of project data.

Typical Worksheet
download data gathering worksheets below 
We match borrowers and lenders professionally!


Simply download the appropriate form and fill it out as completely as possible. Then send it to us as follow:

This information will enable us to analyze and interpret your project's commercial real estate lending viability. These are worksheets only, so please feel free to write notes and comments. And let us know if there's any particular need you have, such as a two-week closing.

These forms are for both the refinancing and purchase of existing properties. Scroll down and click on the appropriate link to start the worksheet download process.

Hospitality and Leisure Projects

Other Real Estate Project Types

After downloading the appropriate form and filling it out as completely as possible, send it to us as follow:

 

Downloading Our Worksheets

Our downloadable multi-page, data-gathering worksheets serve two purposes:

  1. to help YOU analyze your own needs and be as prepared as possible when making a funding request
  2. to help US analyze your needs more efficiently and find the funding that suits your needs exactly

Please also feel free to contact us for your commercial real estate financing needs. You could save hundreds of thousands of dollars.