Office: 1.787.690.7337 * Bldg A, Suite 1214-A, San Juan, PR, 00927 Email: info@iperp.com * Web: www.iperp.
com Page 1 of 4
PROJECT INTAKE FORM [PIF]
IP-ERP, Inc. utilizes a private banking approach for commercial financing on a global basis. Our Fast Track Submission Process generally takes about one to two full business days for us to respond to your funding request. Be sure to complete the entire PIF as it pertains to your transaction including: Worksheet, Executive Summary, NCND Agreement and Loan Fraud Zero Tolerance. DO NOT WRITE SEE SUMMARY. If you have any questions, it is always best to email us at info@iperp.com for the quickest response.
SUMMARY OF LOAN REQUEST:
Submission Date Project Name Loan Amount Requested Use Of Funds (construction, development, purchase, refinance or Other) Original Purchase Date (Land, Building or Asset) Original Purchase Price (Land, Building or Asset) Current As is Value of Land, Building or Asset Cash Contributed By Principal[s] Equity Contributed By Principal[s] Type of Collateral Cash-Out Amount, If Applicable Collateral or Cross Collateralization Projected Net Operating Income Yr-1 Yr-2 Yr-3 Loan To Value (LTV) Rate/Term To Refinance, If Applicable Current Lender, If Refinance Current Rate/ Term, If Refinance Real Estate Type Business Type
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USE OF PROCEEDS: Purchase/Refinance Amount Development Costs Hard Construction Costs Operating Costs Project Contingency Costs Closing Costs (Real Estate Related) Total (Use of Proceeds) BORROWER[S] BUSINESS & FINANCIAL INFORMATION: This information is required to issue a Letter of Interest. We will not review the loan request without it. Company Name Street Address City, State, Zip County Company Web Site State of Incorporation Country 1)Name of Principal Email Address Telephone Number Principals source of income Principals Net Worth Principals Liquid Assets Principals Liabilities Years of Experience 2) Name of Principal Telephone Number Email Address Principals source of income Principals Net Worth Principals Liquid Assets Principals Liabilities Years of Experience
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PROJECT INFORMATION: Project Name Property or Asset Type Project Web Site Phone Number Project Street Address City, State, Zip Country Square Footage or Acres of Property Is Purchase Agreement in Place? BORROWERS DESIRED LOAN TERMS AND CONDITIONS: Loan Term [how long] Interest Rate Loan To Value (LTV) Notations:
BROKER OR CONSULTANT CONTACT INFORMATION: Company Name Name Title Street Address City, State, Zip Telephone Cell Telephone Email Address Web Site Where else Has This Loan Request Been Submitted?
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SUMMARY OF PROJECT:
Request.
Describe The Project and What Borrower Is Trying To Accomplish With This Financing
EXIT STRATEGY: Describe in detail how loan will be paid back
PHOTOS:
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