7) Executive Summary

Easy Executive Summary
Commercial Loan Officer
Commercial Loan Broker
Name of Broker
Phone
Borrower's Information
Borrower

First NameLast Name
Co-Borrower

First NameLast Name
Main Goal
Experience of Borrowers
(brief resume of borrower's experience)
Use of Funds
(detail purpose for the loan)
Use of Property
(brief description of property use, sq. ft, bedroom, bathroom, commercial use, etc)
Transaction Detail(s)
(brief description of what you're trying to accomplish.)
Exit Strategy
(how will you repay the loan)
Borrower's Credit Score
Example : Est. between 580-600
Co-Borrower's Credit Score
Example : Est. between 580-600
Loan Information
Loan Type
Loan To Value (LTV)
Max LTV 60- 70% (depending on location)
Loan Term
Loan Amount Requested
Company/ Organization
(complete this ONLY if you are using this entity to borrower)
Company History
(including ownership interest/ percentage and company origination date)
Subject Property Information
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Current occupancy status of the property
Property Type
Current Yearly Property Income
(Property Annual income projections)
Yearly Taxes
Yearly Insurance
Current Market Value
How was the current market value determined?
Repair Estimates
List repairs needed along with estimates
1st Mtg Payoff
2nd Mtg Payoff
PURCHASE INFORMATION
Purchase price
(For Purchase Only)
If purchase, explain the relationship between buyer and seller.
(For Purchase Only)
Has the property been purchase, sold, or refinanced with the last 12 months?
(For Purchase Only)
Down payment amount
(For Purchase Only)
REFINANCE INFORMATION
When did you purchase the property and how much did you pay for it?
(Include how much was your down payment)
Do you owe anything on the property, including judgments or tax liens?
Have you did any improvement or changes to the property?
(if yes, how much have you spent and what improvements did you make?)
Any significant changes in the property value?
Are there any association fees? If so, how much are the yearly fees?
Pictures of Subject Property
Front Picture of Property

Browse Files

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Back Picture of Property

Browse Files

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Left Side Picture of Property

Browse Files

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Right Side Picture of Property

Browse Files

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Appraisal

Browse Files

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ADDITIONAL COMMENTS
Comments
Should be Empty:

Easy Executive Summary

Borrower's Information

Loan Information

Subject Property Information

PURCHASE INFORMATION

REFINANCE INFORMATION

Pictures of Subject Property

ADDITIONAL COMMENTS