Loan Request Dashboard

1.

Complete the Project Information below.

2.

Go through the tabs in order.

3.

The "Loan Request" should be submitted to the lender.

4.

The "What-If" scenarios are for your use to test various alternatives.

COMPANY INFORMATION

Company Name:

Company Street Address:

Company City, ST ZIP:

Contact:

Phone:

Email:

PROJECT INFORMATION

Project Name:

Project Street Address:

Project City, ST ZIP:

Estimated time to build (in months):

Additional time to sale (in months):

Percent of Hard Costs to be borrowed:

Percent of Lot Costs to be borrowed:

File Management

PRINT: Portrait, Margins=Default, Scale=Default

Sales Price Calculation

"WHAT IF?"

Construction costs

Construction costs

Project SF

Project SF

Direct costs (from estimate)

/SF

Direct costs (from estimate)

/SF

Lot Costs

Lot Costs

Lot cost (at market)

Lot cost (at market)

Interest paid on lot loan

Interest paid on lot loan

Property Tax paid

Property Tax paid

Total Lot Costs

Total Lot Costs

Other Soft Costs

Other Soft Costs

Design Costs - Architect

Design Costs - Architect

Utilities projected for build period

Utilities projected for build period

Property Tax for build period

Property Tax for build period

Total Other Soft Costs

Total Other Soft Costs

TOTAL PROJECT COSTS

/SF

TOTAL PROJECT COSTS

Marketing and Finance Expenses

Marketing and Finance Expenses

Holding period interest expense

Holding period interest expense

Total Marketing and Finance Expenses

Total Marketing and Finance Expenses

Investor Return

Investor Return

Desired profit margin on Lot %

Desired profit margin on Lot %

Desired profit margin on Build %

Desired profit margin on Build %

Total Investor Return

Total Investor Return

Selling price of the Project (with no RE commission)

Selling price of the Project (With No RE Commission)

Add Sales Costs %

Add Sales Costs%

Selling price of the Project (with RE Commission)

/SF

Selling price of the Project (with RE Commission)

/SF

Construction loan (with no interest expense)

Construction loan (with no interest expense)

Pay-off existing Lot loan

Pay-off existing Lot loan

Loan amount requested (including interest expense)

/SF

Loan amount requested (including interest expense)

/SF

Loan to sales

Loan to sales

File Management

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

Interest Expense

"WHAT-IF"

Minimum Loan Amount:

Minimum Loan Amount:

Const Loan Interest Rate:

Const Loan Interest Rate:

Pay off Lot Loan:

Pay off Lot Loan:

Loan Points @

Loan Points @

Available for build:

Available for build:

Total % Drawn

Total $ Drawn

Monthly Interest

$ to date

Total % Drawn

Total $ Drawn

Monthly Interest

$ to date

First Draw:

First Draw:

Month 1

Month 1

File Management

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

CONSTRUCTION LOAN REQUEST

Project ID:

Project Street:

Project City, ST ZIP:

Project Square Feet:

Construction Cost:

/sf

Lot Cost:

Construction Carrying Cost:

Sales Cost:

Sales Price:

/sf

Loan Amount Requested:

/sf

Loan to Sales Price %:

File Management

PRINT: Portrait, Margins=Default, Scale=Default