Credit Union Real Estate Loans Request Check List

In addition to filling out the form below, please forward the following items separately and electronically:

• Current Rent Roll
• 2022 and 2023 Operating Statements (Income & Expenses)
• 2024 Year-to-date
• Monthly Trailing 12-Month Rental Income Schedule
• Photos
• Leasing Brochure / Property Website

Name

Address

Phone

Email

Name of Property

Description of Property

Location (Address)

Year Built

Year of Acquisition (if refinance)

Purchase Price (if acquisition)

Down Payment (Equity)

Occupancy

%

Net Operating Income (NOI)

Loan Request

Existing Debt

$

Lender

Rate

Due