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Loan Inquiry Questionnaire

Preferred Minimum Loan Amount – $500,000

Disclaimer: This questionnaire is for information gathering purposes only and cannot be considered as a formal application for funds.

Borrower's Name *

Borrower's Address *

City, State Zip *

Borrower's Phone *

Borrower's Fax

Borrower Type *

If Other Entity, list names of owners. (personal guaranty required)

How would you like to be contacted? *

Loan Amount Requested *

Loan Purpose *

Property Type

Acres

Property Location, County, State

Nearest City & miles distance

Nearest Highway & miles distance

Brief Description of Improvements

Purchase Date of Property

Purchase Price

How did you hear about Trust Financial?

Other Comments

Security Data (Use space between words)

Typical Documents Required To Process Loan Request:
-Three most recent years’ Federal tax returns
-Income/Expense Statement
-Current Balance Sheet (statement of all assets & liabilities) – less than 90 days old
-Legal Description of Property
-Partnership Agreement, Articles of Incorporation, or Trust Agreement