Loan Scenario Contact Form Retlaw Capital Capital Solutions Approach Team Connect 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 —Please choose an option—Select statusUS CitizenPermanent Resident (Green Card)Foreign NationalOther Borrower FICO Score Net Worth ($) Liquidity Available ($) Experience with Similar Projects —Please choose an option—Select levelNone — First deal1–2 similar projects3–5 similar projects6–10 similar projects10+ 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 —Please choose an option—Select typeMultifamilyMixed-UseHospitality / HotelRetailIndustrial / WarehouseOfficeGas StationCar WashAssisted Living / Senior CareRV ParkShort-Term RentalLand / Ground-UpOther Loan Purpose —Please choose an option—Select purposePurchaseRefinance — Rate & TermRefinance — Cash-OutConstruction / Ground-UpRehab / Value-AddBridgeOther 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 —Please choose an option—Select strategyHold / RentSell / ExitRefinance into permanentUndecided 4 Refinance (if applicable) Refinance Type —Please choose an option—Select typeRate & TermCash-Out Current Lender Name Current Interest Rate (%) Total Project / Property Value ($) Monthly Mortgage Payment ($) Payoff Amount ($) If Cash-Out — Use of Proceeds Post-Refinance Strategy —Please choose an option—Select strategyContinue to holdSell / ExitRedevelopUndecided 5 Growth / Expansion Capital (if applicable) Business / Entity Name Business Structure —Please choose an option—Select structureLLCS-CorpC-CorpPartnershipSole ProprietorshipOther Years in Operation —Please choose an option—Select rangeLess than 1 year1–2 years3–5 years6–10 years10+ years Annual Gross Revenue ($) Primary Use of Growth Capital —Please choose an option—Select primary useAcquire additional properties / portfolio expansionRenovate / reposition existing assetsOpen new location(s)Equipment / capital expenditureWorking capital / operating liquidityHire staff / scale operationsBuy out partner or investorOther Target Growth Timeline —Please choose an option—Select timelineImmediate (within 90 days)3–6 months6–12 months12–24 months24+ months / phased Existing Debt Obligations on the Business (if any) Describe the Expansion Plan & Projected Impact 6 Financing History How Long Have You Been Seeking Financing? —Please choose an option—Select durationJust startingLess than 30 days1–3 months3–6 months6–12 monthsOver 12 months 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. 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.
