Loan Forms & Tools

Downloadable forms relevant to your commercial loan application:

5 Year Pro Forma Budget

5 Year Repositioning Mortgage Data and Instructions

7 Year Pro Forma Budget 

7 Year Repositioning Mortgage Data and Instructions

Apartment Purchase or Finance Evaluator

Apartment Purchase Quick Analysis Spreadsheet

Apartment Refinance Quick Analysis Spreadsheet

Basic Apartment T-12

Commercial Purchase or Finance Evaluator

Commercial Purchase Quick Analysis Spreadsheet 

Commercial Refinance Quick Analysis Spreadsheet 

Investment Income Value Summary

Multifamily Rent Roll

One Year Fro Forma Budget

Sample Assets and Liabilities Statement

Schedule of Real Estate Owned - Short Form

Trailing 12 Month P&L -T12

Tools and Calculators

DSCR: Debt Service Coverage Ratio Calculator

Mortgage Calculator