Evaluation Form

Business Note Sale Info Form:

1. Please submit all information as completely as possible. Any omissions may result in an adjustment to our quote(s).
2. All quotes are subjcect to underwriting and credit review.
3. We will call you with our quote or to request clarification as necessary.


Please fill out this form so we'll know how to get in touch with you. Thank you!

Your Name (First & Last):
Your Street Address:
Your City: State: Zip Code:
Daytime Phone #: (area code first)
Evening Phone #: (area code first)
Fax Phone #:
Your E-mail Address:


Borrower Information (the note payor):

Name of Borrower(s):
Address: City: State:
Zip Code: SSN #: (This is very important for an accurate quote. If you have any questions regarding this, please note below or call us).


Basic Note Information...

The information requested below is the minimum necessary for evaluation of your note.

Original Face Amount: $

Current Balance: $

Interest Rate: % Term:

Monthly Payments: $

Balloon Payment: $ Balloon Date:

Due Date of 1st Pmt:

Total number of payments made to date:

Number of payments left:

Date Next Payment Due:

Are the payments current? - - > Select:
Who keeps track of the payments? - - > Select:


Now about the business...

Selling Price: $ Down Payment: $

Sale Date:

Business Location:

Current Value: $

Business Type:

Are the business premises leased? - - > Select:
If the premises are leased, when does the present lease expire?

Position of Note - - > Select :

*** If this note is Junior to another loan(s),
what is the approximate balance on the Senior loan(s)? (A) What is the approximate balance on the senior loan(s)? $
(B) What is the approximate monthly payment on the senior loan(s)? $

Your estimated cash requirements: $

( You may not need to sell the entire note... when a partial sale will meet your needs! )

Additional Information / Comments:


Thank you for the opportunity to evaluate your note. We will respond to you shortly!



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