Loan Request Dashboard

COMPANY INFORMATION

Company Name:

Company Street Address:

Company City, ST ZIP:

Contact:

Phone:

Email:

PROJECT INFORMATION

Project SF:

Loan Request Date:

Project Name:

Project Street Address:

Project City, ST ZIP:

Direct costs (from estimate):

Desired profit margin on Build %:

Time to build (in months):

Desired profit margin on Lot %:

Time to sell (in months):

Loan Points %:

Construction Costs to be borrowed %:

Construction Loan Interest Rate %:

Lot Costs to be borrowed %:

LOAN REQUEST SUMMARY

Project Square Feet:

Lot Cost:

Construction Cost:

/sf

Construction Carrying Cost:

Realtor Expense:

Sales Price:

/sf

Loan Amount Requested:

/sf

Loan to Sales Price %:

File Management

PRINT: Portrait, Margins=Default, Scale=Default

Sales Price Calculation

LOT COSTS

Lot Cost (at market valuation):

Accrued Interest Paid On Lot Loan:

Existing Lot Loan Balance:

Accrued Property Tax Paid:

TOTAL LOT COST:

CONSTRUCTION COSTS

Direct costs (from estimate):

/SF

Other Costs

Costs not included in Estimate:

Utilities projected for build period:

Property Tax to be paid during build period:

Total Other Costs:

TOTAL PROJECT COSTS:

/SF

Sales Expenses

Marketing Expenses $:

Other Sales Expenses $:

Total Sales Expenses:

TOTAL PROJECT COSTS AND SALES EXPENSE:

/SF

FINANCING EXPENSES

Loan Points expense:

Holding Period Interest expense:

Total Finance Expenses:

SALES PRICE CALCULATION

Sales Price - Lot:

Sales Price - Structure:

Selling Price (no RE Commission):

/SF

Realtor Commission %:

/SF

Selling Price (including RE Commission):

/SF

Include RE Commission?:

CASH FLOW AT SALE OF PROJECT

Selected Selling Price of the Project:

Pay-Off Construction Loan:

Pay-Off existing Lot Loan:

Pay Realtor:

Pay Other Expenses (enter as negative):

Cash Flow from Investment:

INVESTMENT RETURN ANALYSIS

Profit at Sale of Project:

Profit at Sale of Lot:

Total Investor Return:

File Management

PRINT: Portrait, Margins=Minimum, Scale=85%

Interest Expense

Const Loan Interest Rate:

Const Loan Amount:

Loan Points %:

Lot Loan Amount:

Loan Points Cost:

Total Loan Amount:

Total Loan Costs:

Total Loan Interest:

Month

Draw

Total $ Drawn

Total % Drawn

Monthly Interest

$ to date

Total Loan Interest

File Management

PRINT: Portrait, Margins=Default, Scale=Default

CONSTRUCTION LOAN REQUEST

Project ID:

Project Street:

Project City, ST ZIP:

Project Square Feet:

Lot Cost:

Construction Cost:

/sf

Construction Carrying Cost:

Realtor Expense:

Sales Price:

/sf

Loan Amount Requested:

/sf

Loan to Sales Price %:

File Management

PRINT: Portrait, Margins=Default, Scale=Default