Loan Application Form | Capstone Income Funds

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

Hidden

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*

Single Family Residence
Condominium
2-4 Units
5+ Units Apartments
Mixed Use

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*

Above 700
Between 675 and 700
Between 650 and 675
Between 625 and 650
Between 600 and 625
Between 575 and 600
Below 575

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

Hidden

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?*