MYTAKEOUT Deal Intake

Step 1

Who's submitting?

Tell us who we're working with

Submission Type

Sponsor / Borrower Broker

Step 2

Tell us about the deal

Basic details on the opportunity

Number of Properties

Desired Loan Amount

Loan Purpose

Acquisition Refinance Bridge Construction General Business Cash Flow

Step 3

About the borrowing entity

Tell us about your business

Entity Name

Business Description

Annual Revenue

Number of Employees

Step 4

Property & collateral

What's securing this loan?

Existing Appraisal

Yes No

Existing Title Policy

Yes No

Existing Survey

Yes No

Flood Zone

Yes No Unknown

Environmental Concerns

No Yes

Phase I/II Environmental

Yes No

Step 5

Documentation

What documents do you have ready?

Bank Statements

Yes No

Executed Leases & Rent Roll

Yes No

Operating Statements (T-12)

Yes No

Payoff Letter

Yes No

Step 6

Additional notes

Anything else we should know?

Additional Notes (Optional)

✓

You're all set!

Your application is complete. Next, we'll ask you to upload the supporting documents you selected.

Step 7

Next steps

Upload your supporting documents

Thank you for completing your application. We're now going to collect the supporting documents you indicated you have.

Please prepare:

Click "Next" to continue with document uploads.

Step 8

Upload documents

Accepted: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG

Who's submitting?

Your Information

Broker Information

Borrower Information

Tell us about the deal

About the borrowing entity

Property & collateral

Documentation

Additional notes

You're all set!

Next steps

Upload documents