Bridge Loan Application - TaliMar Financial

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Are you the borrower or broker representing the borrower? *

Are you working with an Account Representative? *

Select your account representative. *

Borrower Information

Borrower Contact *

First

Last

Phone *

Email *

Does the Borrower have an active Borrower Account with TaliMar Financial? *

Every Borrower must have an active Borrower Account with TaliMar Financial. If the Borrower does not have an active Borrower Account, select No and a Borrower Account application will be e-mailed to the primary contact for the Borrower.

Enter the name of the Borrower *

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 *

Transaction Type

Select the Transaction Type *

Is there a Buyer Agent involved? *

Buyer Agent Name *

First

Last

Buyer Agent Phone *

Buyer Agent E-Mail *

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

Is the property being purchased 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)

Select Borrower Type

Enter Borrower Name

Enter Borrower credit score *

Can the Borrower document income? *

What is the approximate annual income of the Borrower? *

Has the Borrower declared BK in the 7 years? *

Explain *

Property Information

Select the Property Type *

Explain *

Enter the Property Address *

Address Line 1

Address Line 2

City

State

Zip Code

Is the Property currently occupied, or will it be occupied, by the Borrower? *

Enter the total number of Units *

Enter Square Footage of the 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? *

Refinance

Are there any loans secured on the property now? *

Enter all loans that currently encumber the property.

Enter each loan secured on the property.

Enter the loan position

Example, 1st, 2nd, 3rd, etc.

Enter the current loan balance *

Enter the name of the Lender *

Are the payments current? *

If No, please explain

Have there been any late payments in the last 12 months? *

Is the loan in default? *

If Yes, please explain

Will the loan be paid off at close? *

Will there be any other loans secured on the property at funding? *

If there will be other loans secured on the property at funding, we will require a Capital Partner Form to be completed. Additionally, the loan(s) must be subordinate to our loan and the maturity date of the loan(s) must be equal to or greater than the term of our loan.

New Loans

Enter the loan amount *

Enter the loan position *

Enter the name of the Lender *

Additional Collateral

Will the Loan be secured on additional property? *

Enter additional properties

Enter the address of the additional property. *

Address Line 1

Address Line 2

City

State

Zip Code

Enter the estimated property value

Is the property encumbered by any loans? *

Enter total balance of loans secured on property *

Enter one loan at a time.

Are the payments current? *

If No, please explain.

Rental Income

Will the property be leased at the time of funding? *

Is there an agreement in place for the tenant to vacate the property post close?

Is the intention to keep the tenant in place for more than 6 months?

Paragraph Text *

Enter the Gross Monthly Income? *

Enter monthly expenses (do not include financing costs)? *

Enter net monthly income? *

Are you able to provide a Rental Income Schedule? *

Are you able to provide a signed lease agreement(s) confirming the rental income? *

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? *

Enter Purchase Price *

Are there any seller credits?

Enter seller credits

Enter the closing date. *

Has Escrow been opened for the Purchase? *

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) *

Will there be another loan recorded on the property at the time or after close? *

Loan Request Information

Enter the requested loan amount *

Enter your requested loan term (months) *

How do you intend to repay the loan? *

Explain *

Other

How did you hear about TaliMar Financial? *

Please Explain. *

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

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