Commercial Loan Application — JP Windsor Private Capital

Financing Request

Select your loan purpose and provide the requested amount.

Loan Purpose *

Purchase

Cash-Out Refinance

Rate & Term Refinance

Bridge Purchase

Bridge Refinance

Bridge Fix & Flip

Land Loan

Requested Loan Amount *

Estimated Property Value As-is value or purchase price

Property Information

Provide details about the subject property.

Subject Property Address

Street Address *

City *

State *

ZIP Code *

Number of Units

Will Title Be Held in an Entity?

Entity Name

Property Type

Acquisition Details

Year Acquired For refinance transactions

Acquisition Cost Original cost (refinance)

Purchase Price Contract price (purchase)

Fix/Flip or Renovation?

After Repair Value (ARV)

Total Improvement Budget

Improvements Made

Improvements to Be Made

Occupancy

Applicant: Intend to Occupy >14 Days/Year?

Co-Applicant: Intend to Occupy >14 Days/Year?

Applicant Information

Provide personal information for all applicants.

Include Co-Applicant?

Applicant

Full Legal Name *

FICO Score

Email Address *

Phone Number

Social Security Number

Date of Birth

Marital Status

Married Unmarried

Residency Status

Applicant Primary Residence

Street Address

City

State

ZIP Code

Own or Rent

Own Rent

Number of Years at Address

Co-Applicant

Full Legal Name

FICO Score

Email Address

Phone Number

Social Security Number

Date of Birth

Marital Status

Married Unmarried

Residency Status

Co-Applicant Primary Residence

Street Address

City

State

ZIP Code

Own or Rent

Own Rent

Number of Years at Address

Employment Information

Provide employment details for all applicants.

Applicant Employment

Employer Name

Years on Job

Employer Address

Monthly Income

Business Phone

Position / Title / Type of Work

Self-Employed

Co-Applicant Employment

Employer Name

Years on Job

Employer Address

Monthly Income

Business Phone

Position / Title / Type of Work

Self-Employed

Real Estate Owned

List all real estate properties currently owned by applicant(s). Leave rows blank if not applicable.

List all properties. Leave rows blank if not applicable.

#	Property Address	Type of Property	Current Value	Existing Mortgage

Express Processing Information

Provide contact details for your settlement agent, insurance agent, and HOA (if applicable). Leave blank if unknown.

Settlement Agent

Contact Name

Company Name & Address

Phone

Email

Insurance Agent

Contact Name

Company Name

Phone

Email

HOA Contact (if applicable)

Contact Name

Company Name

Phone

Email

Agreement & Acknowledgement

Please read the following disclosure carefully and sign below.

Borrower Certification and Authorization

By signing below, I/we certify that the information provided in this application is true and accurate to the best of my/our knowledge and belief, and that no material information has been omitted.

I/We authorize JP Windsor Private Capital ("Broker") and its lending partners to:

Verify all information contained in this application, including verification of employment, income, assets, credit history, and any other information deemed necessary for the evaluation of this loan request.
Order consumer credit reports and other investigative reports to evaluate this loan request.
Share this application and any related documentation with our network of approved lending partners for the purpose of evaluating, processing, and potentially funding this loan request.

I/We understand and acknowledge that:

JP Windsor Private Capital is a commercial mortgage broker and does not fund loans directly. Any loan commitment is the sole obligation of the approved lending partner.
This application does not constitute a commitment to lend. Any loan offer is subject to the lending partner's credit approval, underwriting guidelines, appraisal, title review, and other conditions.
Broker may receive compensation in connection with any loan placed on our behalf, which may be paid by the lending partner, applicant(s), or both.
All information submitted is subject to verification and may be disclosed to lending partners, their agents, and regulatory authorities as required by applicable law.
By submitting this application electronically, I/we authorize the use of electronic signatures, records, and communications pursuant to the Electronic Signatures in Global and National Commerce Act (E-SIGN) and applicable state law.

IMPORTANT NOTICE — FALSE STATEMENTS: Federal law provides that whoever knowingly and willfully makes or furnishes any false, fictitious, or fraudulent statement or report to a federally insured financial institution is subject to criminal penalties, including fines and imprisonment (18 U.S.C. § 1014).

EQUAL CREDIT OPPORTUNITY ACT NOTICE: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, or age; because all or part of the applicant's income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

Applicant Electronic Signature

Print Name *

Borrower Signature *

Date:

I have read and agree to the terms and conditions stated above, and certify that the information provided in this application is true and complete to the best of my knowledge.

Co-Applicant Electronic Signature

Print Name

Co-Applicant Signature

Date:

Co-Applicant: I have read and agree to the terms and conditions stated above, and certify that the information provided in this application is true and complete to the best of my knowledge.

Underwriting Questionnaire

Borrower Certification and Authorization

Application Received