Initial Review and Submission Protocol
 

The form below needs to be completed completely preferably by the project principal.  If you are a consultant or broker, you need to contract with your principal for your fees and put us in touch directly with them.  Either complete the form on the principal's behalf along with their contact information or have them complete it.


Please complete all fields. If not applicable, insert N/A.
 
 

 PROJECT/PROPERTY INFORMATION

   
 

Project title:

    
 

*Project Address:

    
 

*Project City:

    
 

*Project State:

    
 

*Project Zip Code:

    
 

*Project County:

    
 

*Amount of loan requested:

    
  *Project current or appraised value:    
  Purchase price (if applicable):    
  *Amount of down payment:    
  *Preferred term:    
 

*Type of loan:

    
 

*Purpose of Loan:

    
 

*Type of Project or Property:

    
 

Property income (send rent roll if applicable):

      Owner Occupied
  Have all permits and permissions been obtained:     Yes  No
  Have you applied elsewhere for financing:     Yes  No
  Where else have you applied:    
   PRINCIPAL INFORMATION    
 

Company name:

    
 

*Your name:

    
 

Title or position in company:

    
 

*Your position in the transaction:

    
 

Business or personal address:

    
 

City, State and Zip code:

    
 

*E-mail:

    
 

*Telephone:

    
 

Fax:

    
 

*Years in business:

    
 

Years in this type of business:

    
 

Principal's 3 credit score(s) if known:

    
 

Other information/description of project:
You can send your Executive Summary
(click here for an example), spreadsheets or other documents by attachment in a separate email  to: Charles Cox or cut and paste here
(or fax)
 

Send purchase agreement, if applicable

    
 

We will confirm receipt of your information upon receipt and contact you
usually within 48 hours after initial review.

    

 

 

 

 

 

Preliminary Documentation: To save time, and to the extent not previously provided, please send the information and documentation requested in the following table, via fax or email, with hard copies sent via US Mail. Otherwise, just complete the form above for an initial overview of your requirements

 

Loan Submission form, see: Submission Form

 

Type 1003 Loan Application, see: 1003 Application Form

 

Current credit report with all three scores

 

If no credit report, permission to run it at no cost to you, See: Run Credit

 

Charles W. Cox
Cox & Associates
131 Sutphen St.
Santa Cruz, CA 95060
Tel: 831 466 3440
Facsimile: 831 466 3441
Cell: 619 517 4800
eFax: 619 330 2379
e-mail