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Pre-Qual Forms fax:209-249-5270
Co-Broker Agreement (scroll down)
Co-Broker Agreement (scroll down)
Cohen Commercial Equity Pre-Qual SUMMARY
1112 N MAIN ST, #104, Manteca , CA 95336
Tel 1800-928-6154 • Fax 209-249-5270 •www.cohencommercialequity.com
DATE SUBMITTED: __________________ LOAN AMOUNT REQUESTED: $______________________________
Loan Officer Name/Submitting Broker_________________Contact Phone Number____________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
PRINCIPAL’S NAME(S): ____________________________________________ FICO________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
COMPANY: ___________________________________________________________________________________
ADDRESS: ____________________________________________________________________________________
CITY/STATE/ZIP: _______________________________________________________________________________
PHONE: _____________________ FAX: _____________________ EMAIL:________________________
SS# :_________________________ Birthdate_______________________
Employer Name :__________________________Monthly Income_________________________
Assets__________________Address__________________________State________Zip______________
REHAB LOAN HARD MONEY____SUBPRIME______A PAPER_____FORECLOSURE___
Project Name______________________________________________
Property Address _____________________________________________________________________________
Type of loan: ____Purchase____ Refinance____Construction ___Bridge Loan ____Mezzanine/2nd
Discription of Property:______________________________________________________
Sale Price:_____________Rehab Amount __________ARV_______________________________________________
Source of Down Payment:
_________________________________LiquidAssets$____________Checking/Sav$_____________
PHONE: _____________________ FAX: _____________________ EMAIL: _________________________________
Sqaure Feet____________Number of Units_____Gross Rentable Area______Net Rentable Area_____
Down Payment___________________LTV____________Owner Occupied_____________
AS-IS VALUE $________________________ AS-IMPROVED VALUE: $______________
AS-IS DISPOSITION VALUE: (3-4 MO.SALE) $________________________ AS-IMPROVED DV $: ______________
EXISTING DEBT:$_______________________
PAYABLE TO: _______________________________________
1-888-803REFI
Required Documents
1- Color Photos of subject property: Front, rear, side, inside, and street scene
2- Current tenant Lease summary
3- Last two years income and expenses statements, along with a year-to-date profit
4- Executive Summary/Personal and Business tax returns last 2 years
5- If this is construction, need complete cost breakdown inclusing movies invested
6- If this is purchase, need copy of purchase contract, escrow instruction, business plan,
COMMERCIAL LOAN: ALL TYPES
Type of loan: ____Purchase____ Refinance____Construction ___Bridge Loan ____Mezzanine/2nd
____Apartment____Office______Retail________Hotel___Industrial___________Self
Storeage_______OTHER_____________
PURPOSE OF LOAN: ____________________________________________________________________________
______________________________________________________________________________________________
Purchase Price:_______________________________________________________________________________
DESCRIPTION OF PROPERTY: ___________________________________________________________________
______________________________________________________________________________________________
Sqaure Feet____________Number of Units_____Gross Rentable Area______Net Rentable Area_____
Occupency Percentage______Net Operating Income: 2005:$_________2006:$___________
Down Payment___________________LTV____________Owner Occupied_____________
AS-IS VALUE $________________________DATE ACQUIRED__________________Checking/Sav Balance:-
________Liquid Assets___________
EXISTING DEBT: $_______________________ PAYABLE TO: _______________________________________
PLAN FOR REPAYMENT OF LOAN: ________________________________________________________________
Requested Loan Term:_______________years Request Amortization______________________
FAX COMPLETED FORM Attn: Commercial Dept. (209)249-5270
1888-803 REFI
13. BORROWER(S) DESIRED LOAN TERMS_
14. Term: ____ months Interest rate: ____%
15. “The Story”, what SPECIAL ISSUES, PROBLEMS, OR NEEDS?
16. INFORMATION ABOUT PROPOSED BORROWER:
A. Type of Entity: _______________________________________
B. Credit Score: _____________
C. Borrower Occupation: _________________________________
D. Prior Project Experience:
E. Net worth or financial strength of primary principals, excluding this project:
17. WHAT IS THE EXIT STRATEGY?
_________________________________________________________________________________________________
Non-Circumvent Non-Disclosure and Confidential Agreement
Non-Circumvention, Non-Disclosure and Confidential Agreement
THIS AGREEMENT entered into on this, ________________, , 2007, is for the Professional Association and arrangement
of Non-Circumvention, Non-Disclosure and Confidential between (“Remitting Broker”) “ ___________________
“, located: ________________________________ , and Cohen Financial Group, 1112 N Main Street, #104, Manteca, Ca
95336.
The Parties with this agree to respect the integrity and tangible value of this agreement between them.
THIS AGREEMENT is a perpetuating guarantee for one (1) year from the date of execution and is to be applied to any and all
transactions present and future, of the introducing party, including subsequent follow-up, repeat, extended, renegotiated, and
new transactions regardless of the success of the project.
Because of THIS AGREEMENT, the Parties involved in this transaction may learn from one another, or from principals, the
names and telephone numbers of investors, borrowers, lenders, agents, brokers, banks, lending corporations, individuals
and/or trusts, or buyers and sellers hereinafter called contacts. The Parties with this acknowledge, accept and agree that the
identities of the contacts will be recognized by the other Party as exclusive and valuable tomcats of the introducing Party and
will remain so for the duration of this agreement.
The Parties agree to keep confidential the names of any contacts introduced or revealed to other party, and that their firm,
company, associates, corporations, joint ventures, partnerships, divisions, subsidiaries, employees, agents heirs, assigns,
designees, or consultants will not contact, deal with, negotiate or participate in any transactions with any of the contacts
without first entering a written agreement with the Party who provided such unless that Party gives prior written permission.
Such confidentiality will include any names, addresses, telephone, telex, facsimile numbers, and/or other pertinent
information disclosed or revealed to either Party.
The Parties agree not to disclose, reveal or make use of any information during discussion or observation regarding
methods, concepts, ideas, product/services, or proposed new products or services, not to do business with any of the
revealed contacts without the written consent of the introducing party or parties.
The Parties agree that profits from all transactions occurring from joint efforts, including all yield spread profits (points), are to
be dispersed as follows: Net proceeds (income received after Broker’s Fees) of forty percent (60%) Cohen Financial Group
to (40%) to (“Remitting Broker”), _________________________________. .
In case of circumvention, the Parties agree and guarantee that they will pay a legal monetary penalty that is equal to the
commission or fee the circumvented Party should have realized in such transactions, by the person(s) engaged on the
circumvention for each occurrence. If either party commences legal proceedings to interpret or enforce the terms of THIS
AGREEMENT, the prevailing Party will be entitled to recover court costs and reasonable attorney fees.
____________________________________________________________________________________________
1112 North Main Street, #104, Manteca, CA 95336
Toll Free: (888) 803-7334 Fax: (209) 249-5270
The parties will construe THIS AGREEMENT in accordance with the laws of the State of California, County of San Joaquin. If
any provision of this agreement is found to be void by any court of competent jurisdiction, the remaining provisions will remain
in force and effect.
THIS AGREEMENT contains the entire understanding between the Parties and any waiver, amendment or modification to
THIS AGREEMENT will be subject to the above conditions and must be attached hereto.
Upon execution of THIS AGREEMENT by signature below, the Parties agree that any individuals, firm, company, associates,
corporations, joint ventures, partnerships, divisions, subsidiaries, employees, agents, heirs, assigns, designees or
consultants of which the signee is an agent, officer, heir, successor, assign or designee is bound by the terms of THIS
AGREEMENT.
A facsimile copy of this Non-Circumvention, Non-Disclosure and Confidentiality Agreement shall constitute a legal binding
instrument. By setting forth may hand below I warrant that I have complete authority to enter into THIS AGREEMENT.
For: Cohen Financial Group
_____________________________________________
John Cohen, CEO Date
____________________________________________
Clarissa Cohen, CFO Date
For: ___________________________________________
Date
1112 N MAIN ST, #104, Manteca , CA 95336
Tel 1800-928-6154 • Fax 209-249-5270 •www.cohencommercialequity.com
DATE SUBMITTED: __________________ LOAN AMOUNT REQUESTED: $______________________________
Loan Officer Name/Submitting Broker_________________Contact Phone Number____________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
PRINCIPAL’S NAME(S): ____________________________________________ FICO________________________
PRINCIPAL’S NAME(S): _____________________________________________FICO________________________
COMPANY: ___________________________________________________________________________________
ADDRESS: ____________________________________________________________________________________
CITY/STATE/ZIP: _______________________________________________________________________________
PHONE: _____________________ FAX: _____________________ EMAIL:________________________
SS# :_________________________ Birthdate_______________________
Employer Name :__________________________Monthly Income_________________________
Assets__________________Address__________________________State________Zip______________
REHAB LOAN HARD MONEY____SUBPRIME______A PAPER_____FORECLOSURE___
Project Name______________________________________________
Property Address _____________________________________________________________________________
Type of loan: ____Purchase____ Refinance____Construction ___Bridge Loan ____Mezzanine/2nd
Discription of Property:______________________________________________________
Sale Price:_____________Rehab Amount __________ARV_______________________________________________
Source of Down Payment:
_________________________________LiquidAssets$____________Checking/Sav$_____________
PHONE: _____________________ FAX: _____________________ EMAIL: _________________________________
Sqaure Feet____________Number of Units_____Gross Rentable Area______Net Rentable Area_____
Down Payment___________________LTV____________Owner Occupied_____________
AS-IS VALUE $________________________ AS-IMPROVED VALUE: $______________
AS-IS DISPOSITION VALUE: (3-4 MO.SALE) $________________________ AS-IMPROVED DV $: ______________
EXISTING DEBT:$_______________________
PAYABLE TO: _______________________________________
1-888-803REFI
Required Documents
1- Color Photos of subject property: Front, rear, side, inside, and street scene
2- Current tenant Lease summary
3- Last two years income and expenses statements, along with a year-to-date profit
4- Executive Summary/Personal and Business tax returns last 2 years
5- If this is construction, need complete cost breakdown inclusing movies invested
6- If this is purchase, need copy of purchase contract, escrow instruction, business plan,
COMMERCIAL LOAN: ALL TYPES
Type of loan: ____Purchase____ Refinance____Construction ___Bridge Loan ____Mezzanine/2nd
____Apartment____Office______Retail________Hotel___Industrial___________Self
Storeage_______OTHER_____________
PURPOSE OF LOAN: ____________________________________________________________________________
______________________________________________________________________________________________
Purchase Price:_______________________________________________________________________________
DESCRIPTION OF PROPERTY: ___________________________________________________________________
______________________________________________________________________________________________
Sqaure Feet____________Number of Units_____Gross Rentable Area______Net Rentable Area_____
Occupency Percentage______Net Operating Income: 2005:$_________2006:$___________
Down Payment___________________LTV____________Owner Occupied_____________
AS-IS VALUE $________________________DATE ACQUIRED__________________Checking/Sav Balance:-
________Liquid Assets___________
EXISTING DEBT: $_______________________ PAYABLE TO: _______________________________________
PLAN FOR REPAYMENT OF LOAN: ________________________________________________________________
Requested Loan Term:_______________years Request Amortization______________________
FAX COMPLETED FORM Attn: Commercial Dept. (209)249-5270
1888-803 REFI
13. BORROWER(S) DESIRED LOAN TERMS_
14. Term: ____ months Interest rate: ____%
15. “The Story”, what SPECIAL ISSUES, PROBLEMS, OR NEEDS?
16. INFORMATION ABOUT PROPOSED BORROWER:
A. Type of Entity: _______________________________________
B. Credit Score: _____________
C. Borrower Occupation: _________________________________
D. Prior Project Experience:
E. Net worth or financial strength of primary principals, excluding this project:
17. WHAT IS THE EXIT STRATEGY?
_________________________________________________________________________________________________
Non-Circumvent Non-Disclosure and Confidential Agreement
Non-Circumvention, Non-Disclosure and Confidential Agreement
THIS AGREEMENT entered into on this, ________________, , 2007, is for the Professional Association and arrangement
of Non-Circumvention, Non-Disclosure and Confidential between (“Remitting Broker”) “ ___________________
“, located: ________________________________ , and Cohen Financial Group, 1112 N Main Street, #104, Manteca, Ca
95336.
The Parties with this agree to respect the integrity and tangible value of this agreement between them.
THIS AGREEMENT is a perpetuating guarantee for one (1) year from the date of execution and is to be applied to any and all
transactions present and future, of the introducing party, including subsequent follow-up, repeat, extended, renegotiated, and
new transactions regardless of the success of the project.
Because of THIS AGREEMENT, the Parties involved in this transaction may learn from one another, or from principals, the
names and telephone numbers of investors, borrowers, lenders, agents, brokers, banks, lending corporations, individuals
and/or trusts, or buyers and sellers hereinafter called contacts. The Parties with this acknowledge, accept and agree that the
identities of the contacts will be recognized by the other Party as exclusive and valuable tomcats of the introducing Party and
will remain so for the duration of this agreement.
The Parties agree to keep confidential the names of any contacts introduced or revealed to other party, and that their firm,
company, associates, corporations, joint ventures, partnerships, divisions, subsidiaries, employees, agents heirs, assigns,
designees, or consultants will not contact, deal with, negotiate or participate in any transactions with any of the contacts
without first entering a written agreement with the Party who provided such unless that Party gives prior written permission.
Such confidentiality will include any names, addresses, telephone, telex, facsimile numbers, and/or other pertinent
information disclosed or revealed to either Party.
The Parties agree not to disclose, reveal or make use of any information during discussion or observation regarding
methods, concepts, ideas, product/services, or proposed new products or services, not to do business with any of the
revealed contacts without the written consent of the introducing party or parties.
The Parties agree that profits from all transactions occurring from joint efforts, including all yield spread profits (points), are to
be dispersed as follows: Net proceeds (income received after Broker’s Fees) of forty percent (60%) Cohen Financial Group
to (40%) to (“Remitting Broker”), _________________________________. .
In case of circumvention, the Parties agree and guarantee that they will pay a legal monetary penalty that is equal to the
commission or fee the circumvented Party should have realized in such transactions, by the person(s) engaged on the
circumvention for each occurrence. If either party commences legal proceedings to interpret or enforce the terms of THIS
AGREEMENT, the prevailing Party will be entitled to recover court costs and reasonable attorney fees.
____________________________________________________________________________________________
1112 North Main Street, #104, Manteca, CA 95336
Toll Free: (888) 803-7334 Fax: (209) 249-5270
The parties will construe THIS AGREEMENT in accordance with the laws of the State of California, County of San Joaquin. If
any provision of this agreement is found to be void by any court of competent jurisdiction, the remaining provisions will remain
in force and effect.
THIS AGREEMENT contains the entire understanding between the Parties and any waiver, amendment or modification to
THIS AGREEMENT will be subject to the above conditions and must be attached hereto.
Upon execution of THIS AGREEMENT by signature below, the Parties agree that any individuals, firm, company, associates,
corporations, joint ventures, partnerships, divisions, subsidiaries, employees, agents, heirs, assigns, designees or
consultants of which the signee is an agent, officer, heir, successor, assign or designee is bound by the terms of THIS
AGREEMENT.
A facsimile copy of this Non-Circumvention, Non-Disclosure and Confidentiality Agreement shall constitute a legal binding
instrument. By setting forth may hand below I warrant that I have complete authority to enter into THIS AGREEMENT.
For: Cohen Financial Group
_____________________________________________
John Cohen, CEO Date
____________________________________________
Clarissa Cohen, CFO Date
For: ___________________________________________
Date
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