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					                               ALFORD, MARSH & ASSOCIATES
                               Sr. Loan Consultant - Myron Alford
                              (803)865-4010  Fax(803)753-9219
                               E-mail: malford@alfordmarsh.com
                                Website: www.alfordmarsh.com



                    COMMERCIAL LOAN WORKSHEET

NEED TO CLOSE BY (DATE):

TYPE OF LOAN REQUEST:                     Purchase
                                          Refinance

IS THIS A REQUEST FOR?
                                      Choose an Item:
                                          Hard Money Loan
                                          Bridge Loan
                                          Rehab Loan
                                          Permanent Loan
                                          SBA Loan
                                          HUD Loan
                                          Other

                                      (If OTHER, Give Details below)



AMOUNT OF LOAN REQUEST:               $

REQUESTED LOAN-TO-VALUE:                    %

REQUESTED INTEREST RATE:                    %

REQUESTED LOAN TERM:

REQUESTED LOAN
AMORTIZATION:

PURCHASE PRICE:                       $
(If Purchase Loan Request)

BORROWER’S EQUITY:                    $
(If Purchase Loan Request)

EXISTING MORTGAGE DEBT:               $
(If Refinance Loan Request)

IS MORTGAGE CURRENT?:
(If Refinance Loan Request)


                                                1
                                                             44d50678-63a8-488b-8452-c4ae2716a5c3.doc
                               ALFORD, MARSH & ASSOCIATES
                               Sr. Loan Consultant - Myron Alford
                              (803)865-4010  Fax(803)753-9219
                               E-mail: malford@alfordmarsh.com
                                Website: www.alfordmarsh.com

ORIGINAL PURCHASE PRICE:         $
(If Refinance Loan Request or No
Existing Debt)

ORIGINAL DATE OF PURCHASE:
(If Refinance Loan Request or No
Existing Debt)

ORIGINAL BORROWER EQUITY:             $
(If Refinance Loan Request)

REASON FOR REFINANCE:
(If Refinance Loan Request)

SUBORDINATE FINANCING:                $
(if applicable – Purchase or
Refinance)

NAME of CONTACT PERSON for
BORROWER:

CONTACT PERSON PHONE
NUMBER:

CONTACT PERSON EMAIL:

CONTACT PERSON RELATION
to BORROWER:                          Choose an Item:
                                          Borrower
                                          Mortgage Broker
                                          Real Estate Broker or Agent
                                          Other

                                      (If OTHER, Give Details below)



BORROWER NAME:

BORROWER ENTITY:
                                      Choose an Item:
                                          C-Corporation
                                          S-Corporation
                                          LLC
                                          Partnership
                                          Sole Proprietorship

                                              2
                                                             44d50678-63a8-488b-8452-c4ae2716a5c3.doc
                            ALFORD, MARSH & ASSOCIATES
                            Sr. Loan Consultant - Myron Alford
                           (803)865-4010  Fax(803)753-9219
                            E-mail: malford@alfordmarsh.com
                             Website: www.alfordmarsh.com

                                          Trust
                                          Other

                                   (If OTHER, Give Details below)



NUMBER of GUARANTORS:

GUARANTOR(S) NAME:

CREDIT SCORE(S):
                                   (if scores unknown, is your credit?)
                                         Excellent [750-849],
                                         Good [660-749],
                                         Fair [620-659],
                                         Less than 619

PROVIDE DETAILS OF ALL
PAST DELINQUENT CREDIT,
BANKRUPTCY, OR RELATED
LITIGATION:

PERSONAL NET WORTH:                $
(Combined if more than 1
BORROWER)

PERSONAL LIQUIDITY:                $
(Combined if more than 1
BORROWER)

COMPANY NAME:

COMMENTS about OWNERSHIP
STRUCTURE:

PROPERTY TYPE:

PROPERTY CONDITION:

PROPERTY NAME:
ADDRESS:
CITY, STATE, ZIP:
COUNTY:
PARCEL_ID_NUMBER:

PROPERTY DESCRIPTION:


                                            3
                                                          44d50678-63a8-488b-8452-c4ae2716a5c3.doc
                         ALFORD, MARSH & ASSOCIATES
                         Sr. Loan Consultant - Myron Alford
                        (803)865-4010  Fax(803)753-9219
                         E-mail: malford@alfordmarsh.com
                          Website: www.alfordmarsh.com




APPRAISED VALUE “AS IS”:        $

How was the “AS IS”
APPRAISED VALUE
Determined?:

APPRAISED VALUE “AS             $
COMPLETED”:                     (if applicable)

How was the “AS COMPLETED”
APPRAISED VALUE                 (if applicable)
Determined?:

COLOR PHOTOS available?:            Yes (email color photos)
(email color photos)                No

YEAR BUILT:

NUMBER OF
UNITS/ROOMS/PADS:               (whichever is applicable)

NUMBER OF
UNITS/PADS_RENTED/LEASED:       (whichever is applicable)

NUMBER OF PARKING SPACES:

PROPERTY OWNER-
OCCUPIED?:                      Choose an Item:
                                    Yes (25% or less)
                                    Yes (26% to 50%)
                                    Yes (51% to 100%)
                                    No (Investment Property)
                                    Other

                                (If OTHER, Give Details below)



ADDITIONAL COLLATERAL               Yes
available?:                         No

ADDITIONAL COLLATERAL
Description:



                                          4
                                                       44d50678-63a8-488b-8452-c4ae2716a5c3.doc
                             ALFORD, MARSH & ASSOCIATES
                             Sr. Loan Consultant - Myron Alford
                            (803)865-4010  Fax(803)753-9219
                             E-mail: malford@alfordmarsh.com
                              Website: www.alfordmarsh.com

 ADDITIONAL COLLATERAL              $
 Estimated Value:

 CASH FLOW:                         YTD 2013 Gross Income - $
                                    YTD 2013 Expenses - $
                                    YTD 2013 NOI - $

                                    Yr. End 2012 Gross Income - $
                                    Yr. End 2012 Expenses - $
                                    Yr. End 2012 NOI - $

                                    Yr. End 2011 Gross Income - $
                                    Yr. End 2011 Expenses - $
                                    Yr. End 2011 NOI - $

                                    Occupancy -         %
                                    ADR - $           (Hospitality Properties)


 HOW WILL FUNDS TO
 BORROWER BE USED?:

 EXIT STRATEGY:                     PRIMARY –
 (If Hard Money, Bridge, or Rehab   SECONDARY –
 Loan)



 ANY INFORMATION OF
 INTEREST?:

 POSITIVE ASPECTS OF THIS
 LOAN REQUEST:

 NEGATIVE ASPECTS OF THIS
 LOAN REQUEST:

Submitted By:
Phone Number:
Fax Number:
Email Address:
Website:
Principal or Broker?



COMMENTS:



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                                                           44d50678-63a8-488b-8452-c4ae2716a5c3.doc

				
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