Commercial Real Estate Loan Questionnaire

Purchases, refinances, cash-out, bridge loans, and construction for business owners and investors. Answer a few questions about the deal and a LendNav specialist will come back with options. You'll only see the questions that apply to your loan, and no documents are needed yet. Fields marked * are required.

About 5 minutes No documents to start No cost to see your options

SECTION 01

The loan

Start with what you're trying to do. The rest of the form adjusts to your answer.

What's the loan for?*

Purchase Refinance Cash-out refinance Bridge or seller-note payoff Construction or renovation

Amount requested*

When do you need to close?*

Will your business operate there, or is it an investment property?*

My business operates there Investment property

SECTION 02

The property

The property being purchased, refinanced, or used as collateral.

SECTION 04

Cash flow

About the business that operates at the property.

Business annual revenue*

Years in business*

Can you provide business tax returns?*

Yes No

"No" is fine. We have owner-occupied programs that don't require tax returns.

About the rental income.

Number of tenants or units*

Total monthly rent*

Annual taxes plus insurance*

SECTION 05

About you

The person we should contact, and who owns the property.

First name*

Last name*

Mobile phone*

Email*

Entity that owns (or will own) the property* If you'll own it in your own name, enter your name.

Your ownership %*

Your credit score range*

Other owners with 20% or more Leave blank if it's just you.

Bankruptcy, foreclosure, or tax lien in the last 7 years?*

No Yes

A "yes" doesn't rule you out. It just helps us match the right lender.

Anything else we should know

SECTION 06

Authorization and signature

Review the terms below, check the box to agree, then sign and date.

Credit check. I authorize LendNav and its lending partners to obtain my credit report. LendNav's initial review uses a soft inquiry, which does not affect my credit score. A lender may request a hard inquiry if I move forward with an application.
Accuracy. The information above is true and complete to the best of my knowledge.
Sharing and electronic delivery. I authorize LendNav to share this information with its lending partners to obtain offers and submit an application on my behalf, and I consent to receive documents and communications electronically.
No fee, not an application. LendNav charges me nothing to review my options. This questionnaire is not an application or a commitment to lend, and all terms are subject to underwriting, verification, appraisal, and title review.
Business purpose. This request is for a business or investment purpose and not for personal, family, or household use.
Contact about my request. LendNav may call, text, and email me at the phone number and email I provided about this request and my application, including calls and texts sent using automated technology. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.

I have read and agree to all of the above, the Privacy Policy, and the Terms.*

OPTIONAL

Offers and updates. I also agree to receive marketing emails, calls, and texts from LendNav about other financing options, including messages sent using automated technology. Consent is not required to submit this form or to get financing. Reply STOP to opt out at any time.

Signature

Sign Date

FINISH

Send it to us

A LendNav specialist reviews your deal and reaches out with options and the short list of documents the lender will need.

Your answers go straight to the LendNav team and are cleared from this browser once sent.

Commercial Real Estate Loan Questionnaire

The loan

The property

Deal details

Cash flow

About you

Authorization and signature

Send it to us