fax (858) 876-1990
Southern California Office
 Process...At Phoenix First, smooth, quick closings with no surprises, is the focus of every transaction. In order to facilitate the underwriting of any Credit Request, the following information is required. Additional information or clarification may be required to complete the file. An initial underwriting can be accomplished by submitting the items listed in bold lettering via email to loan@PFCRE.com. Forms in PDF format are available for download by CLICKING HERE. • Description of Loan Request • Description of ownership structure • Resumes, personal financial statements and a schedule of real estate owned for all principals • Current rent roll (with tenant name, unit sq. ft., lease expiration date, current rent, concessions, renewal options and arrearages) • Year to date operating statements • Previous three years operating statements • Description of major tenants (occupying >20%) • Any available third party reports (environmental, engineering, appraisal, etc.) • Copies of commercial leases and amendments, lease abstracts, form lease • Current and historical vacancy information • Brief description of site and improvements, including size, age, etc. • General market information • Pictures of the property and surrounding area • Marketing material • Resume for the property management company • Description of existing debt, terms and maturity |
Copyright © 2011 Phoenix First CRE. All Rights Reserved