Loan Intake Form

01

Contact & Loan Request

Tell Us About the Financing Need

Provide the primary contact information, requested financing, timeline, and any existing debt.

Transaction Identification

Project / Transaction Name *

Submission Date

Desired Closing Date *

Reason for Closing Deadline

Submitted By *

Company

Email *

Phone *

Borrower Information

Borrowing Entity *

State of Formation

Entity Type

Primary Borrower Contact

Borrower Email

Borrower Phone

Requested Financing Select all that apply

Acquisition Rate / Term Refinance Cash-Out Refinance Bridge Construction Permanent

Select at least one financing type.

Requested Loan Amount *

Purchase Price

Total Project Cost

Requested Term

As-Is Property Value

Stabilized / ARV

Interest-Only Request

Desired Amortization

Existing Debt & Liens

Existing First Lien

Other Liens

Debt Maturity

Payoff / Extension Status

Current Lienholder(s) / Seller Notes

02

Collateral & Property Economics

Describe the Property and Business Plan

Provide the property location, asset type, operating information, and projected economics.

Property Location

Street Address *

City *

State *

Zip Code

County

Physical & Operating Information

Units / Keys

Total Square Footage

Year Built

Year Renovated

Occupancy (%)

Purchase Date

Original Purchase Price

Appraisal / BPO Value

Appraisal / BPO Date

Annual Gross Revenue

Annual NOI

Annual Taxes

Annual Insurance

Capital Invested / CapEx

Construction / Rehab Budget

Remaining Cost to Complete

Monthly Debt Service

Collateral & Project Summary

Property, Current Condition, Business Plan & Proposed Improvements *

03

Sponsor, Capital & Strategy

Tell Us About the Sponsorship and Repayment Plan

Provide combined sponsor information, available equity, use of proceeds, and the intended exit strategy.

Primary Sponsor / Guarantor

Name *

Ownership (%)

FICO Score

Years of Experience

Combined Net Worth

Combined Liquidity

Comparable Projects Completed

Additional Guarantors / Ownership Structure

Sponsor Equity & Recourse

Sponsor Equity Invested

Additional Equity Available

Source of Equity

Recourse Preference

Full Recourse Partial / Burn-Off Non-Recourse Flexible

Strategy

Use of Proceeds

Exit Strategy *

Obstacles & Prior Financing Activity

04

Disclosures & Submission Checklist

Confirm Readiness and Submit

Answer the preliminary disclosures, identify available documents, review the request, and certify the information.

Financing Readiness

Time Seeking Financing

Pricing Expectations

Borrower's Most Important Priority

Other brokers, lenders, or LOIs outstanding?

Yes No

Select Yes or No.

Deposit required for third parties?

Yes No

Select Yes or No.

Ready to proceed and respond quickly?

Yes No

Select Yes or No.

Current Financing Activity / LOI Details

Review Your Request

TransactionNot entered

Requested AmountNot entered

FinancingNot selected

PropertyNot entered

Property TypeNot selected

SponsorNot entered

Desired ClosingNot entered

Certification

The undersigned certifies that the information supplied is true and complete to the best of their knowledge and authorizes Stone Oak Capital Group to evaluate the financing request and verify submitted information.

Printed Name *

Title

Electronic Signature *

Date *

I confirm that the information above is accurate and understand that this preliminary intake does not constitute loan approval or a commitment to lend. *

A Faster Way to Submit Your Opportunity

Tell Us About the Financing Need

Describe the Property and Business Plan

Tell Us About the Sponsorship and Repayment Plan

Recourse Preference

Confirm Readiness and Submit