Loan Application Form | Capstone Financial

Loan Type*

Investment Purpose Only (Non-Owner Occupied)
Primary Residence (AZ and CA Only)

Gross Monthly Rent*

Total Square Feet Residential*

Please note: residential component must be greater than 51% of the square footage vs. retail/office square footage

Total Square Feet Commercial*

Please note: retail/office component must be less than 49% of the square footage vs. residential square footage

Loan Purpose*

Purchase
Refinance, Cash Out
Refinance, Rate/Term
Refinance, Plus Rehab Draws

Current amount owed on property*

Will cash-out funds be used to rehab/repair the property?*

Yes
No

Loan Payoff/ Exit Strategy*

Sale of Property
Refinance
Other

What is the other payoff strategy?

Close Date Requested*

In a perfect world, when do you want to close loan?

Property Purchase Price*

Loan Amount for Purchase*

Max 85% loan to cost excluding future rehab costs, if applicable.

Property Rehab Budget, If Any

Loan Amount for Rehab

Rehab Amount Requesting (optional)

Property After-Repair Value*

If you don't have rehab plans, enter as-is value.

Loan Amount for Refinance*

LTVs are 65% for R/T, and 55% for Cash Out

Total Loan Amount

Property Purchase Date*

Property Rented?*

YES
NO

What is the property rented for per month?

What is the market monthly rent for this property?

Property Type*

Total Number of Units*

Square Footage per Residential Units*

Gross Annual Rents*

Property Address*

Please fill in FULL property address

Street Address Address Line 2 City State ZIP Code

Property As-Is Value*

Borrowing Entity Name*

Signatory/Guarantor First Name*

Signatory/Guarantor Last Name*

Borrower Primary Contact Phone*

Used for payment collections

Borrower Primary Contact Email*

Used for payment collections

Signatory/Guarantor Credit Score*

Number of Investment Properties Sold or Refinanced in the Last 3 Years*

Signatory/Guarantor is U.S. Citizen or Permanent Resident*

YES
NO

Are you the borrower or the broker filling out this form?*

Borrower
Broker

Capstone Contact Person*

Broker Company Name*

Broker Primary Contact First Name*

Broker Primary Contact Last Name*

Broker Primary Contact Email*

Broker Primary Contact Phone*

Broker Origination Points (Percent Format)*

Capstone will match Broker Charged Points (Note: Capstone's Minimum 2pts or 2000). Ex. 2.5% = 2.5

Broker Fee Calculation

Terms of Use*

I agree with Capstone Financial Terms of Use and Privacy Policy.

Anything else we should know to provide the best service/quote to you?

How did you hear about Capstone Financial?*