Rental Loan Application - Beau Eckstein | SBA Lending & Business Ownership Advisor

Guarantor Information

Guarantor Name

Social Security Number

Date of Birth

Address

City

State/Province

Zip/Postal

Country

Phone

Alternate Phone

Married

Yes

No

If married, enter Spouse's name

Email

Referral Source

Loan Originator

Co-Guarantor Information

Co-Guarantor Name

Relationship to Guarantor

Spouse

Business Partner/Other

Social Security Number

Date of Birth

Address

City

State/Province

Zip/Postal

Country

Phone

Alternate Phone

Married

Yes

No

If married, enter Spouse's name

Email

Borrower / Business Entity Information

Legal Name of Business Entity

EIN

Business Address

City

State/Province

Zip/Postal

Country

Entity Type

Corporation

Limited Partnership

General Partnership

Limited Liability Company

Sole Proprietorship

Other (please specify)

Date Established

Bank of Business Accounts(s)

Total of Account Balance(s)

Loan Type and Terms

Transaction Purpose

Purchase

Refinance

Target closing date

Date property was acquired

Existing mortgage payoff

Cash Out - If you are requesting cash out, please explain what it will be used for:

Loan Type (select one)

Rental Loan

Fix and Flip Loan

Total Amount of Financing Requested

Amount of Acquisition Financing Requested

Amount of Rehab Financing Requested

Rental Loan Options

5/1 ARM (30-Year Term Fully Amortized)

7/1 ARM (30-Year Term Fully Amortized)

10/1 ARM (30-Year Term Fully Amortized)

30-Year Fixed (Fully Amortized)

15-Year Fixed (Fully Amortized)

5/1 Interest-Only ARM (10 Years Interest-Only / 20 Years Fully Amortized)

7/1 Interest-Only ARM (10 Years Interest-Only / 20 Years Fully Amortized)

10/1 Interest-Only ARM (10 Years Interest-Only / 20 Years Fully Amortized)

30-Year Fixed Interest-Only (10 Years Interest-Only / 20 Years Fully Amortized)

Property Information

Subject Property Address

City

State/Province

Zip/Postal

Country

Property Type

Single Family (1 Unit)

Residential 2-4 Units

Condo (1 Unit)

5 or More Units

Purchase Price

Current Market Value

After Repaired Value (Fix and Flip Applications Only)

Annual Property Taxes

Annual Property Insurance

Homeowners' Association Name (if applicable):

Monthly HOA Dues

HOA Contact Person

HOA Contact Phone

HOA Contact Email

Has the property been inspected or tested for environmental hazards (lead-based paint, asbestos, underground storage tanks, etc.)?

Yes

No

If yes, briefly desribe and attach report

Is the property currently tenant-occupied?

Yes

No

If yes, what is the gross rental income?

Other Contact Information

Title Company Name

Title Company Contact

Title Company Contact Phone

Title Company Contact Email

Insurance Carrier

Insurance Carrier Contact

Insurance Carrier Contact Phone

Insurance Carrier Contact Email

Closing Agent Name

Closing Agent Phone

Closing Agent Email

Who should the appraiser contact to gain entry to the property?

Phone

Email

Declarations

Are you or your business currently involved, or previously been involved in any pending lawsuits, including foreclosure, collection, or suits by past or current lenders, creditors, or subcontractors/suppliers?

Yes

No

Attach explanation including lender/creditor/supplier name, amount of claim, whether the claim is open or settled, and, if settled, the date the claim was settled.

Have you or any officer of your company been involved in bankruptcy or insolvency proceedings in the last 7 years?

Yes

No

Please provide the details of the bankruptcy

Have you or any officer of your company been charge or convicted of a felony?

Yes

No

If yes, please provide details of the felony

File Uploads

Please upload the following files to get started

Last two months of bank statements

Maximum file size: 134.22MB

Articles of incorporation

Maximum file size: 134.22MB

If LLC, Operating Agreement. If Corporation, Bylaws

Maximum file size: 134.22MB

Letter of Good Standing

Maximum file size: 134.22MB

IRS EIN Letter

Maximum file size: 134.22MB

Photo ID of Guarantor #1

Maximum file size: 134.22MB

Photo ID of Guarantor #2

Maximum file size: 134.22MB

Purchase contract for purchases and HUD from purchase if a refinance (if owned < 12 mo.)

Maximum file size: 134.22MB

Recent HOA statement if there is an HOA

Maximum file size: 134.22MB

If this is a short-term rental property, provide a VRBO or AirBnB Revenue statement for the last 12 months

Maximum file size: 134.22MB

If this is a refinance rental, upload your current lease agreement

Maximum file size: 134.22MB