Real Estate Funding - Commercial - ION Capital Solutions

Real Estate Funding Inquiry

We look forward to assisting you with your project and appreciate the opportunity. Our objective is to provide you the information you are seeking as quickly as possible. While there are many factors that determine the speed and accuracy at which we are able to accomplish this, the process depends solely upon you and the information you provide here.

All required fields are indicated by ‘ * ‘. If there is a required field that does not apply to you, simply enter “NA”. For any dollar amounts that do not apply, enter “0”. If you miss a field that is required when you click the “Get Quote” button at the bottom, simply scroll up and look for the question in red.

While we do not ask for any overly sensitive information here, you can rest assured that everything you provide is safe and secure, including any documents you upload, if any. If you have any questions, or have any issues with this form, please reach out to the representative that referred you here

Download, complete, and then upload your Personal Financial Statement (PFS) below.

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"*" indicates required fields

Project & Contact Information

Name of Entity Requesting Loan*

Project Name*

First Name*

Last Name*

Ion Affiliate Name (N/A if None)*

Relationship to Entity*

Primary Phone Number(s)*

Email Address*

Loan Request & Description of Asset

Loan Purpose (Ex: Refinance)*

Proposed Type: (MF, etc.)*

Proposed Size: # of Buildings / # of Units; Sq. Ft. / Acres:

Complete Address and Location of Property*

City*

State/Region*

Postal Code*

Is the building property producing income? (describe)*

Proposed Loan Amount:*

Terms Requested:*

What problem will this financing solve for you?*

Strength of the Deal

If Existing Mortgage:

Current Loan Balances if any (1st and 2nd):

What is your Current Rate and Term (1st & 2nd):

Are the payments current on the mortgage?*

Is there a Balloon Payment Due? If so, date due?

As Is Value of Property building (amount):

If this is a development loan--estimated “As Developed” Value of Property:

Loan to Value (LTV)% - As Developed:

Do you have a... ( BPO, CMA or Appraisal and Date)

Describe intended Exit Strategy (to retire the debt):*

Is a Business Plan available?*

Do you have a Cash Flow Projection?*

Do you have a 5-year projected Pro Forma P&L?*

Can you supply resumes of the owners ?*

Who is managing the building ? What Experience?*

Any deadlines imposed by current seller or lender? If so, explain.*

Special issues, problems or needs related to the property?*

Any State or Federal Tax Liens on the property?*

Strength of Borrower/Sponsor

List Owners of Entity and Percentage of Ownership:

1st Borrower/Sponsor’s Name (If different from Contact for Entity):*

Location of 1st Borrower (City and State):

Phone

1st Borrower’s Tri-Merge FICO Scores:

Please enter a number greater than or equal to 600.

BK or Foreclosure in past 10 yrs, if so Status

1st Borrower's Net Worth:

1st Borrower's Liquidity:

1st Borrower’s last 3 years’ average monthly income:

Do you have past 3 years Personal Tax Returns?

2nd Borrower/Sponsor’s Name (If different from Contact for Entity):*

Location of 2nd Borrower (City and State):

Phone

2nd Borrower’s Tri-Merge FICO Scores:

Please enter a number greater than or equal to 600.

2nd Borrower's Net Worth:

BK or Foreclosure in past 10 yrs, if so Status

2nd Borrower's Liquidity:

2nd Borrower’s last 3 years’ average monthly income:

Do you have past 3 years Personal Tax Returns?

For Entity - is this a new entity? (Yes or No)

If existing entity - current net worth of business?

Do you have past 3 years Personal Tax Returns?*

Do you have a current year Financial Statement?*

Do you have past 3 years Financial Statements?*

Have you sought funding from any other sources? (List all) If so what was the outcome and reason given?

Name of person who completed this form:*

I attest that this preliminary request for funding is completed accurately, to the best of my ability.

Consultant Contact

Date Form Completed:*

Referred by: (name, phone, email):*

File Upload (Proforma & Executive Summary)

Drop files here or

Max. file size: 20 MB.

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