Expert Commercial Mortgage Solutions by Montgomery Lending

1. Borrower Contact Information

Full Name:

Company Name:

Email Address:

Phone Number:

Preferred Contact Method:

Email Phone

2. General Deal Information

Property Address:

Property Type:

Number of Units (if applicable):

Occupancy Rate (Current %):

Net Operating Income (NOI) (Most recent 12 months):

Desired Loan Amount Expectation:

Target Interest Rate Expectation:

Lease Structure (Long-term or Shorter-term? Average remaining term, major tenants):

Briefly describe any planned or needed rehab/renovation to the property, and estimated budget (if applicable):

3. Project Type & Deal-Specific Details

What is the primary purpose of this financing?

Purchase Refinance Development (Ground-up Construction)

Purchase Details

Purchase Price:

Is Property Under Contract?:

Yes No

Target Closing Time Frame:

Property Story / Listing (Provide a narrative or key details from the listing):

Refinance Details

Current Loan Amount (Outstanding Balance):

Current Rate and Loan Terms (e.g., interest rate, amortization period, remaining term, payment frequency, any upcoming balloons):

Original Purchase Date of Property:

Deadline to Close Refinance (if applicable):

Development Details

What is being developed? (e.g., new multifamily building, retail center):

Do you currently own the land?:

Yes No

Land Status:

Is the project "shovel-ready"?

Yes No Anticipated Date

Estimated Construction Budget:

Construction Timeline (Estimated duration from start to completion):

Target Construction Start Date:

Permits / Approvals Status (If not shovel-ready, elaborate on remaining steps and timeline):

4. Borrower Financials & Experience

Net Worth:

Amount of Liquid Cash:

Experience (List properties previously owned, developed, or financed in the last 3 years, specifying property type, size, and role):

Office Property Specifics (if applicable):

Is it Owner-Occupied?

Is it Fully Occupied?

Is it a Medical Office?

5. Loan Request Specifics

Loan Type:

Transaction:

Asset:

LTV (Loan-to-Value):

T-12/In Place NOI:

Estimated Value:

Existing Debt:

Capital Position (first mortgage, secondary loan, etc.):

Interest Only?:

Yes No

Recourse Type:

Square Foot (if applicable):

Keys per Rooms (for Hospitality):

6. Consultation Scheduling & Questions

Preferred Date for Consultation Call:

Preferred Time for Consultation Call:

Any specific questions you have for us during the consultation?

Form For Free Initial Consultation

Commercial Real Estate Inquiry

1. Borrower Contact Information

2. General Deal Information

3. Project Type & Deal-Specific Details

Purchase Details

Refinance Details

Development Details

4. Borrower Financials & Experience

5. Loan Request Specifics

6. Consultation Scheduling & Questions