Loan application form - BaySierra Financial

"*" indicates required fields

BUSINESS PURPOSE REAL ESTATE LOAN APPLICATION

The primary business purpose of this loan is:

BSF does not make loans for personal, family or household purposes, collectively, consumer purpose loans.

LOAN REQUEST

Loan Amount:*

Purpose of Loan:*

Purchase:

Refinance:

Property Type:*

Commercial

Ag Land

Residential

Other

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

APN

Owner Occupied:*

Yes

Property Generates Income:*

Yes

Estimated Value:

Appraised Value:

Last Appraisal Date:

Purchase Price:

Size of Land:

Size of Building:

Describe Improvements:

BORROWER INFORMATION

Borrower (Business Name or Last Name if Individual)

Borrower First Name

SSN / TIN #

Co-Borrower (Business Name or Last Name if Individual)

Co-Borrower First Name

SSN / TIN #

Borrower Address:

Street Address City State / Province / Region ZIP / Postal Code

Home Phone:

Business Phone:

Cell Phone:*

Fax:

Email*

Borrower is a:*

Individual

Sole Proprietor

Partnership

Corporation

LLC

Non-Profit

Trust

Co-Borrower Address:

Street Address City State / Province / Region ZIP / Postal Code

Home Phone:

Business Phone:

Cell Phone:*

Fax:

Email*

Co-Borrower is a:*

Individual

Sole Proprietor

Partnership

Corporation

LLC

Non-Profit

Trust

Vesting:

EMPLOYMENT INFORMATION

Co-Borrower

Employer Name:*

Address:

Street Address City State / Province / Region ZIP / Postal Code

Phone:

Position / Title:

Monthly Income:

Self Employed:*

Yes

Years on job:

Years in profession:

Borrower

Employer Name:*

Address:

Street Address City State / Province / Region ZIP / Postal Code

Phone:

Position / Title:

Monthly Income:

Self Employed:*

Yes

Years on job:

Years in profession:

SCHEDULE OF REAL ESTATE OWNED

Property Address

% Owned

Type

Present Market Value

Amount of Mortgage & Liens

Amount of Rents

Amount of Mortgage Payment

Add More

Add more

Property Address

% Owned

Type

Present Market Value

Amount of Mortgage & Liens

Amount of Rents

Amount of Mortgage Payment

Add More

Add more

Property Address

% Owned

Type

Present Market Value

Amount of Mortgage & Liens

Amount of Rents

Amount of Mortgage Payment

Add More

Add more

Property Address

% Owned

Type

Present Market Value

Amount of Mortgage & Liens

Amount of Rents

Amount of Mortgage Payment

Total Present Market Value

Total Amount of Mortgage & Liens

Total Amount of Rents

Total Amount of Mortgage Payment

Borrower's financial statement of assets, liabilities and net worth is attached hereto and made a part hereof.

DECLARATIONS

If you answer yes to any of the following questions please provide a written explanation with this application.

Borrower

Are there any outstanding judgments or tax liens against you?*

Yes

Have you ever declared bankruptcy within the last 7 years?*

Yes

Have you had a property foreclosed upon or given title or deed in lieu thereof in past 7 years?*

Yes

Have you ever been or are you currently a party as either a plaintiff or defendant in a lawsuit?*

Yes

Have you ever been involved in a partnership, corporation, joint venture or LLC that either directly or indirectly has filed bankruptcy, or had foreclosure or a judgment?*

Yes

Do you intend to occupy the property as your primary residence?*

Yes

Co-Borrower

Are there any outstanding judgments or tax liens against you?*

Yes

Have you ever declared bankruptcy within the last 7 years?*

Yes

Have you had a property foreclosed upon or given title or deed in lieu thereof in past 7 years?*

Yes

Have you ever been or are you currently a party as either a plaintiff or defendant in a lawsuit?*

Yes

Have you ever been involved in a partnership, corporation, joint venture or LLC that either directly or indirectly has filed bankruptcy, or had foreclosure or a judgment?*

Yes

Do you intend to occupy the property as your primary residence?*

Yes

ACKNOWLEDGEMENT AND AGREEMENT

The information provided by the undersigned, including but not limited to, this application, financial statements, tax returns, bank statements, appraisals, environmental information and any other related document provided by the undersigned or their agents or principals is true and correct and further acknowledge and understand that any intentional or negligent misrepresentation or both may result in civil liability for monetary damages, including but not limited to, damages to the extent allowed by law, attorney fees and other costs or expenses incurred by BaySierra Financial, Inc. , its lenders, agents, successors, assigns and any other person who may suffer a loss due to reliance upon any misrepresentation of Borrower or its agents or principals. Each of the undersigned also hereby acknowledges that any owner of the Loan, its servicers, successors and assigns, may verify or re-verify any information contained in this application or obtain any information or data relating to the Loan,

Borrower's Signature*

Date*

Co-Borrower's Signature*

Date*

REFERRING BROKER INFORMATION

Name:

Company:

BRE License #

Address:

Street Address City State / Province / Region ZIP / Postal Code

Business Phone:

Cell Phone:

Fax:

E-Mail:

Financial Statement As Of:

Borrower Name:*

Joint Financial Statement?*

Yes

Co-Borrower Name:*

Separate Financial Statement?*

Yes

ASSETS

VALUE

Bank Account

Value

Bank Account

Value

Bank Account

Value

Brokerage Accounts

Value

Brokerage Accounts

Value

Brokerage Accounts

Value