Bridge Loan Application - TaliMar Financial

- Step 1 of 12

Are you the borrower or broker representing the borrower? *

Are you working with an Account Representative at TaliMar Financial? *

Who is the Account Representative? *

Borrower Information

Name *

First

Last

Phone *

Email *

Has a Borrower Input Form been completed in the last 12 months for the individual(s) or entity that will act as the Borrower? *

In order to be issued a Term Sheet, you must have completed a Borrower Application for yourself or the entity under which you will be borrowing the funds in the last 12 months. If you have not completed a Borrower Application in the last 12 months, you will receive a follow up e-mail with a link to the application.

Is there a Broker arranging the financing on this transaction? *

Broker/Agent Name *

First

Last

Broker/Agent Phone Number *

Broker/Agent Email *

What is the borrower's name? *

We request the Borrower name and contact information for the Term Sheet. We will not contact the Borrower until we have received written approval from you.

Borrower's Email *

Is this a Purchase Loan or Refinance Loan? *

Is there a Buyer Agent representing you on the Purchase? *

Buyer Agent Name *

First

Last

Buyer Agent Phone *

Buyer Agent E-Mail *

Do you have a preferred insurance agent? *

Insurance agent name *

Insurance agent email address *

Broker Information

Name of Broker *

First

Last

Broker Phone *

Broker Email *

Have you signed up for the Preferred Broker Account Program? *

Will there be a broker fee earned on this transaction? *

What is the Broker Fee (% of Loan Amount)? *

Wholesale Information

Are you purchasing this property through a wholesaler? *

A wholesaler is an individual or company that is selling the "purchase contract" to the end buyer.

Enter the name of the wholesaler *

Enter the phone # of the wholesale *

Enter the e-mail of the wholesaler *

Enter the wholesale fee *

Borrower Information (Broker)

What is the Credit Score of the Borrower? *

Can the Borrower document income? *

What is the approximate annual income of the Borrower? (per year) *

Has the Borrower declared BK in the 7 years? *

Explain *

Property Information

What is the Property Type? *

Explain *

What is the Property Address? *

Address Line 1

Address Line 2

City

State

Zip Code

Do you intend to occupy the property as your primary residence? *

What are the total # of Units? *

Total Square Footage of Building(s) *

Is any of the square footage not permitted? *

Explain *

Include amount of unpermitted SF and if you intend to permit it.

# of Bedrooms *

# of Bathrooms *

What is the approximate value of the property? *

What is the condition of the property? *

Will there be an occupant in the property at the time of purchase? *

Is there is an agreement in place for the occupant to vacate the property?

Please Explain *

Is there an existing loan on the subject property? *

What position is the loan? *

What is the current balance of the loan? *

What is the name of the Lender? *

Is the Loan payment current? *

Will the loan be paid off at close? *

Explain *

What is the monthly mortgage payment? *

Is there another loan on the property? *

What is the name of the lender? *

What is the current balance on the loan? *

What is the monthly mortgage payment? *

Are the payments current on the loan? *

Explain *

Will the Loan be secured on another property? *

What is the address of the Second Property? *

Address Line 1

Address Line 2

City

State

Zip Code

Is there an existing loan on the second property? *

How much is the Loan amount on the second property? *

Enter one loan at a time.

What is the monthly payment amount on the second property? *

Principal and interest payment only.

Is the loan payment for the second property current? *

Explain *

Is there another loan secured on the second property? *

How much is the monthly loan amount? *

Principal and interest payment only.

Is the loan payment current? *

Explain *

Rental Unit(s) Information

Is the property currently leased? *

What is the Gross Monthly Income? *

What are the monthly expenses (do not include financing costs)? *

What is the net monthly income? *

Are you able to provide a Rental Income Schedule? *

Are you able to provide a Bank Statement confirming the rental income? *

Please explain any additional information on the income generated from the property *

Purchase Transaction

Do you have a signed Purchase Agreement? *

What is the Purchase Price? *

Are there any seller credits?

How much in seller credits?

What is the Close Date? *

How long will you need the funds? (Months) *

Has Escrow been opened for the Purchase? *

What position is the loan? *

Who is the Escrow Officer for this purchase? (Leave Blank If Unknown)

First

Last

Escrow Phone Number (Leave Blank if Unknown)

Escrow Email (Leave Blank If Unknown)

Do you have an appraisal for the property? *

What is the appraised value? *

Was the appraisal completed in the last 12 months?

What is the Estimated Purchase Price? *

What is the Estimated Close Date? *

Are you requesting a Proof of Funds Letter for your offer? *

How long will you need the loan? (Months) *

Refinance Transaction

Is the loan in good standing?

If Yes, please explain? *

Are the payments current? *

What is the maturity date of the Loan?

Are you requesting cash out from the loan? *

How much are you requesting? *

Explain the use of the funds *

How do you intend to repay the loan? *

Explain *

Are you interested in our 30 Year Rental Loan Program? *

How did you hear about TaliMar Financial? *

Please Explain. *

Please provide the name of who referred you to TaliMar Financial. *

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