Note: Red Text is an Auto Calculation field - Do Not Enter Information in
These Cells.

Borrower(s) Information
Blue Text Fields are Required

Name:
Mailing Address:
Phone Number:
FAX:
Company:
Email Address:
Notes:

Credit Profile:

Excellent

Good

Fair

Property Information

Property Location:

Property Type:

Number of Residential Units:

Number of Commercial Units:

Owner Occupied

Investment
 
Purchase
Refinance

Market Value:

$

(How Determined):

Purchase Price (If Applicable):

$

Purpose of Loan:

Loan Amount:

$

LTV:

 

 
Existing Mortgages:

Refinance
Purchase Date: Original Purchase Price:
       

Occupancy%:

As of:

Annual Expenses:   Tenant Rent/Month:
Enter 0 where not applicable
Real Estate Taxes: $   1. $
Insurance: $   2. $
Heat: $   3. $
Electric: $   4. $
Water/Sewer: $   5. $
Repair/Maintenance: $   6. $
Rubbish Removal: $   7. $
Snow Removal $   8. $
Landscaping $   9. $
Janitorial $   10. $
Reserves
($150 x # of Units)		 $    
Total Expenses $

Annual Rent Income

Annual Rental Income:

$

Less Vacancy Factor (5%):

$

Effective Gross Income:

$
Net Operating Income:
NOI = EGI - Expenses: $

Debt Service Coverage (DSC):
(based on 9.25% for 20 years)

Divided By

Equals

NOI Principal & Interest DSC