Loan Scenario Contact Form

RETLAW CAPITAL

Commercial Real Estate Capital Advisory

Loan Scenario
Intake Form

Confidential

Instructions: Please complete all applicable sections as accurately as possible. Conditional sections (Construction/Rehab and Refinance) should only be filled in if relevant to your transaction. All submissions are treated as strictly confidential.

1
Borrower Profile

Borrower Name

Borrower Email

Primary Address

Phone Number

Citizenship / Residency Status

Borrower FICO Score

Net Worth ($)

Liquidity Available ($)

Experience with Similar Projects

Deals Completed in Past 3 Years

Any Bankruptcies, Foreclosures or Mortgage Lates in Past 3 Years?
NoYes — please explain below

If Yes, Please Explain

2
Subject Property

Property Address

Property Type

Loan Purpose

Purchase Price ($)

Loan Amount Requested ($)

As-Is Value ($)

LTV Requested (%)

No. of Residential Units

No. of Commercial Units

Are All Units Currently Occupied?
Yes, fully occupiedPartially occupiedNo

If Not Fully Occupied — Number of Vacant Units

3
Construction / Rehab (if applicable)

Land Acquisition Cost ($)

Existing Mortgage, if any ($)

Work Completed to Date ($)

Total Project Cost ($)

ARV / Post-Construction Value ($)

Approved Plans in Hand?
YesNoPending

Project Shovel-Ready?
YesNo

Post-Construction Strategy

4
Refinance (if applicable)

Refinance Type

Current Lender Name

Current Interest Rate (%)

Total Project / Property Value ($)

Monthly Mortgage Payment ($)

Payoff Amount ($)

If Cash-Out — Use of Proceeds
[textarea cashout-use placeholder "Describe intended use of cash-out funds…" x-rows:3]

Post-Refinance Strategy

5
Financing History

How Long Have You Been Seeking Financing?

Reasons for Prior Denial (if any)

Lenders That Have Previously Seen This Deal

Additional Information

Include any other details relevant to your request — deal timeline, sponsor bio highlights, income documentation status, etc.

[textarea additional-notes placeholder "Share anything else that would help us structure the right capital solution for you…" x-rows:5]

By submitting this form, you acknowledge that all information provided is accurate to the best of your knowledge. This form is for preliminary evaluation purposes only and does not constitute a commitment to lend or arrange financing.

Retlaw Capital · processing@retlawcapital.com · 631-991-9821 · www.retlawcapital.com · Confidential