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JRD GLOBAL: Commercial Loan Package Checklist
Loan Request
1. What are the terms & pricing that you are looking for?
Property Information
1.Property address
2.Previous property appraisal (if available)
3.Environmental Reports &/or land surveys (if available)
4.Tenant leases.
5.Any information that will aid in forming a valuation of your property.
Personal Information
1.Last two years, Federal Income Taxes.
2.Personal Financial Statement (Detailed account of all assets & liabilities, including monthly payments, interest rates, lender name, terms of loan, etc).
3.All applicants must provide Social Security #s & date of birth if credit reports are to be pulled.
Business Information
1.Last three years, Federal Income Taxes.
2.Current as possible Balance Sheet & Profit/Loss statement.
3.Debt Schedule:Detailed account of all business debts, payments due, terms & conditions such as balloon payments due or collateral pledged.
Please forward all information to:
JRD Global Mortgage
Attention:Tim Danos
1514 ½ E. 8th Ave
2nd Floor
Tampa, FL 33605
813-319-3923 (office)
813-354-2636 (fax)
jrdglobal@tampabay.rr.com
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