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MORTGAGE
BANKERS specializes
in Construction
Loan programs. A sound financing strategy is the foundation for
your building plans, and a construction loan is your blueprint to
navigating all phases of the building process. It lets you take financial
control of the whole project, and because you are the borrower, it's you -
not the builder - who benefit from the tax deduction.
Once construction is
completed, there's no need for another closing/ settlement (with certain
loans, you may be required to sign a "Modification Agreement".
Some third party fees may apply). And no additional mortgage lender fees
are required when you convert your construction loan to a permanent
mortgage.
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CONSTRUCTION
LOAN PROGRAMS
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LOAN AMOUNT:
$500,000 TO $12,000,000
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PRODUCT
TYPE
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INDEX
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MARGIN
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TERM
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EQUITY
REQUIREMENT
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LAND DRAW
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LOAN FEE
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MINI-PERM
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Multi-Family, Retail,
Industrial, Office, Residential Tract, SFR custom, Build-to-Suit
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Floating rate over Prime
Rate
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1.00% - 2.00%
(pricing subject to project risk)
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12 months – 24 months
(term can be customized to project)
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15% - 30% (based upon
strength of project and/or developer)
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Up to 50% on a case-by-case
basis
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1.00% - 2.00% (pricing
subject to project risk)
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Mini Perm Available
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ACQUISITION / REHAB LOAN PROGRAMS
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LOAN AMOUNT:
$500,000 TO $12,000,000
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PRODUCT
TYPE
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INDEX
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MARGIN
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TERM
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LOAN TO
VALUE
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DSC
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LOAN FEE
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PREPAYMENT
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Multi-Family, Retail,
Industrial, Office, Other
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Floating Rate over Wall
Street Prime or six-month Libor
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1.00% - 2.00% over WSP or
300 bps – 400 bps over
Six-month Libor (price subject to project risk)
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12 months – 36 months
(term can be customized to project)
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75% Loan-to-Acquisition
Cost, Reimbursement up to 75% of rehab costs not to exceed 75% Loan
to Stabilized Value
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1.15:1 to 1.30:1 DSC based
upon product type (any variance subject to project risk)
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1.00% - 2.00% (pricing
subject to project risk)
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1.00% for the first three
(3) years, none thereafter
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PERMANENT LOAN PROGRAMS **
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LOAN AMOUNT:
750,000 TO 7,500,000
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(Subject
to investor’s approval)
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PRODUCT
TYPE
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START RATE
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FLOOR
& LIFE CAP
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TERM
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LOAN TO
VALUE
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QUALIFYING
RATE & DSC
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FEES
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PREPAYMENT
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Apartments
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300 bps over the 11-District
Cost of Funds
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Floor is 7.00% and Life Cap
is 12.75%
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30-year amortization with a
30-year call
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Up to 75% Loan-to-Value
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Qualifying rate is 1.00%
over fully indexed rate with a minimum DSC of 1.15:1
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1.00% - 1.50% plus $1,500
processing fee. Also,
phase I Environmental Report required.
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None
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OTHER LONG TERMS FIXED AND ADJUSTABLE RATE LOANS AVAILABLE ON
VARIOUS PROPERTY TYPES. CALL
FOR QUOTE
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Actual loan rates and
terms are based on an analysis of the specific characteristics of
the property, such as its type, location, operating history, use,
age and construction, as well as the borrower’s financial strength
and management experience. Programs
are subject to change without notice.
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DOCUMENTS
REQUIRED:
1.
Borrowing
Entity – Include
recording partnership agreement and/or Articles of Incorporation.
2.
Financial
Statement – Complete, and
current within three months on all borrowers, guarantors, general partners
etc.
Include detailed schedules for all major items and a real estate
schedule.
3.
Tax
Returns – Complete Federal Tax Returns for the three most recent years, all
borrowers, signed.
4.
Credit
Information – Name,
spouse’s name, home & business addresses and phone numbers and
social security numbers for all individuals.
5.
Banking
References – Three or
more for your deposit relationships and past real estate lenders.
Include the officer’s name, branch address and phone number.
6.
Project
Resume – Listing of previously completed projects. Include type, location, sales or leasing information.
7.
Preliminary
Title Report.
8.
Construction
Contract.
9.
Contractor’s
Information –
Contractor’s license number, resume, references and financial statement.
10.
Plans
and Specs.
11.
Itemized
Cost Breakdown – By
subcategory and dated.
12.
Development
Schedule – Projected
timing for building permits, completion date, sale or leasing period.
13.
Project
Proforma Statement –
Income and Expense projections and estimated value upon completion.
14.
Market
Study – Sales and/or rental comparables.
15.
Soils
Report.
16.
Phase
I Environmental Report.
17.
Project
Contact – Name and phone
number of managing partner.
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