Quick Start Assessment Form


Need a commercial mortgage loan?

Start here for your free no obligation assessment:

Are you looking to finance purchase of a commercial property or refinance an existing commercial property? (Purchase or Refinance)

Is the property owner-occupied? (Yes or no)

If the property is owner-occupied, what type of business is it?

What type of property is it? (multifamily, retail, office, industrial, hospitality and self-storage, etc.)

What is the approximate current value of the property or if a purchase, what is the purchase price?

If refinancing, what was the original price?

What year was the property purchased?

What is the current mortgage balance ($0 if a purchase)?

How much money are you looking to borrow?

Do you need any additional cash (if refinancing, cash out)? (if so, how much?)

If purchasing a commercial property, do you have a purchase agreement?

If purchasing a commercial property, by what date do you need to have financing in place?

If refinancing, by what date do you have to have the current mortgage paid off?

Is the property held in an LLC, partnership, or corporation?

Do you know your credit score? (Excellent, Good, Fair, Poor)

Please provide the following so we can contact you and work on a no obligation quote.

Your name (required)

Best phone number to reach you (required)

Your Email (required)

Property address



Zip Code

Please provide a summary description of your property

Thank you! We will be in touch soon.