Commercial Information Checklist

In order to get an accurate quote - we need a complete loan request package. The items listed below are required to complete your online loan package. We can work directly with you, your property management firm or leasing agent to get the information. Global Investment & Funding will not disclose this information to our investor's and/or funder's unless we have a signed agreement with you.

Property Type

Loan Type

Borrower Information
	Borrower Contact Information
	Borrower Financial Statements
	Resumes for the Principals
	Borrower Description
	Credit, Net Worth and Liquidity
	Borrower Issues
Financial Information
	Income/Expense Pro-Forma
	Project Cost (If operating less than 2 full years)
	Rent Roll
	Acquisition Costs (if a purchase)
	Disbursement Schedule
Financing Request
	Desired Financing Amount, Type and Terms
	Existing Financing
Location Information
	Location/neighborhood description
	Market Survey
Property Information
	Property Description
	Land Characteristics
	Photographs, site plans, floor plans, etc.
	Purchase Contract (if a purchase)
	Appraisal and Market Survey
	Contractor and Architect Resumes (If construction or rehab)
	Environmental status report
	Investment Sales Package (if a purchase)
Property Issues
	Are there seismic issues (CA, WA, OR)?
	Ground Lease
Tenant Information
	Pres-sales/Pre-leasing
	Copy of Lease or Leases
	Major Tenant Overview