Pre-Qualification Form

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LOAN OFFICER

Date

Please use MM/DD/YYYY format

Denomination

Type of Loan (Check all that apply)

Church Name

Address

City, State, Zip

Church Membership (YTD)

Church Giving Units (Defined as an individuals or families that contributes $200 or more annually)

Loan Amount Requested for Purchase:

Loan Amount Requested for Refinance:

Loan Amount Requested for Renovation:

Loan Amount Requested for Construction:

Property Value Today:

Property Value When Complete:

(Only answer if this is a renovation or construction loan.)

Purchase Price:

(Only complete if purchase.)

Contact Person's Name:

Contact Person's Relationship with Church

(Broker, Pastor, Realtor, etc.)

Contact Person's Email

Mobile Number

Office Number

Referred by:

Please enter the name of the person who referred you

Website address of the church:

Employee Retention Credit

Do you have a school, day care, or other entity associated with the church?

What is the total number of W-2 employees you have between all entities?

Who is your current lender?

Additional information you think important:

Please also send the following documents along with the application (just the ones that are checked)