Commercial Mortgage and Small Business Loan Application
* denotes required field
Primary Account Holder
*
First Name
*
Last Name
*
Address
*
Own or rent?
Own
Rent
Years
*
City
*
State
*
Zip
Social Security #
*
Phone
Date of Birth
Employer
*
Self Employed?
Yes
No
Title
Business Address
Business Phone
Type of Business
Years on this job
Years in profession
E-mail
Secondary Account Holder
First Name
Last Name
Address
Own or rent?
Own
Rent
Years
City
State
Zip
Social Security #
Phone
Date of Birth
Employer
Self Employed?
Yes
No
Title
Business Address
Business Phone
Type of Business
Years on this job
Years in profession
Accountant:
Name
Telephone
Fax
Attorney:
Name
Telephone
Fax
Business Borrower
Legal Name
Address
City
State
Zip
Nature of Business
Telephone
Date Established
SSN or TIN
Number of Employees
Annual Gross Revenue
Organizational Structure
Partnership
Non-Profit
Trust
C Corporation
S Corporation
LL Corporation
Sole Proprietorship
Mortgage Loan Request
Loan Amount
Purchase Price
Down Payment
Purchase Date
If Refinance:
Current Value
Current Loan Balance
Bank Holding Mortgage
Account Number
Purpose of Loan
Loan Term
Property Address
Property Type
Mixed-Use
Multi-Family
Commercial
Number of Units
Income
Unit#
Tenant
Monthly Rent
Annual Rent
Total
Expenses
RE Taxes
Insurance
Utilities
Water/Sewer
Management
Maintenance
Total
Lead Paint
Yes
No Delead Certificate
Underground Storage Tank
Yes
No
Renovations Planned
Renovations Cost
Business Loan Request
Loan Type
Term Loan
Time Loan
Line of Credit
Letter of Credit
Loan Amount
Term
Colateral
Colateral Value
Purpose of Loan
List All Bank Accounts and Loans
Bank Name
Type (Dep/Loan)
Balance
Account#
Date Opened
Deposit
Loan
Deposit
Loan
Deposit
Loan
Deposit
Loan
Three Largest Suppliers
Suppliers Name
Address
High Balance
Telephone#
Contact Person
Have you, any officer of your company, or any guarantor been involved in bankruptcy?
Yes
No
Are you personally or is your business involved in any lawsuits or pending litigation?
Yes
No
Are all of your personal and business' tax obligations current?
Yes
No
Are you or your company currently a customer of East Boston Savings Bank?
Yes
No
Account Numbers