Deal Intake — CRE Loan Origination Platform

Deal & Property

Start the file: who is borrowing, on what property, and how much.

Deal Name

Borrower

Lender

Property Address

Property Type

Rentable SF

Number of Units (multifamily)

Appraised Value ($)

Net Operating Income ($, net of reserves)

Requested Loan ($)

The borrower side of the credit — a deal is only as strong as the sponsor behind it.

Sponsor / Guarantor Name

Net Worth ($)

Liquidity ($)

Net Worth Covenant ($)

Years of CRE Experience

Real Estate Owned ($ portfolio)

How the deal is funded (sources) and where the money goes (uses). Sources should equal Uses.

Senior Loan ($)

Mezzanine / Other Debt ($)

Sponsor Equity ($)

Purchase / Loan Payoff ($)

Closing Costs & Fees ($)

Reserves / CapEx ($)