J3 Commercial Intake Form

Commercial Intake Form

Welcome to J3 Creative. We are excited to help you in your journey to funding your commercial real estate investment.

Please take a few minutes to help us understand what needs to be funded.

Are you the project sponsor? *

Yes

If you are filling out this form as a broker/connector/bird dog, please choose "No" above

Requestor's Full Name *

Best way to contact you? Email or Phone Number *

The remainder of this form and its questions apply to the project sponsor

Project Title *

Please note: While several fields are not required to submit the form, any missing information will be required before funding can occur. We strongly suggest you fill out this form to the fullest

Sponsor Information

First Name *

Last Name *

Phone Number

Email Address *

Please upload a screenshot of the sponsor's current credit score

Have you had a Bankruptcy, Foreclosure or Mortgage Late in your LIFETIME? *

Yes

Please provide more details about your bankruptcy, foreclosure, or late mortgage

Which issue have you had to overcome? How long ago did you go through bankruptcy/foreclosure? Explain how/if it was resolved.

How much liquidity do you have available for this specific opportunity? *

Do you have 6-12 months of liquidity to cover holding costs? *

Yes

SMS/Text (Opt-In) *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Entity Information

What is the name of the entity that will be on this project? *

Please upload entity documents *

EIN and Articles of Organization

Experience

What is your experience in LIKE DEALS in business over the last 5 years *

Please upload your track record/SREO *

Here is a link to the template. Please follow the red instructions at the top of the file to edit and upload. https://docs.google.com/spreadsheets/d/1GiecGAZEkwBPRN4h_1zF_utHaO9pcKpS/edit?usp=sharing&ouid=110026982996059131481&rtpof=true&sd=true

Tell us about your partners and who is on the deal *

Please upload your partner's track record/SREO

Have your partner(s) ever gone through bankruptcy?

Yes

Investment Information

Street Address

City *

State

Country *

Zip Code

Please select your asset class *

Choose One

Please tell us more about your asset class for this project *

How much capital has been invested to date?

If capital has been invested up to this point, what has been paid for?

Do you already own the subject property? *

Yes

What is/was the PURCHASE PRICE for the property? *

Is there a lien against the property already in place? *

Yes

No, I own it outright

Please upload proof of ownership

Please upload your most recent payoff statement for any loans in place

Please upload your Purchase Contract *

What is your CLOSE OF ESCROW date? *

Due Diligence Packet

If you already have a google/dropbox folder with the due diligence information, please add the link here

Please upload any and all files pertaining to this project if they are not already included in the DD packet link

Multifamily Questions

How many units on the property? *

What is the average monthly rent? *

Please upload your documents *

T12, Rent Rolls, Appraisal, Comps, Property Management Details, Property Assessments

Please upload your underwriting file

Investment Strategy

What is your investment strategy? *

Ground Up Questions

How much MORE is required for SOFT COSTS? *

How much MORE is required for HARD COSTS? *

Have a Phase 1 or Phase 2 Environmental report been completed?

Yes

Please provide the environmental reports

Are you aware of any major governmental changes, infrastructure projects, or significant employer/job shifts in the area? *

Yes

Please explain *

Are permits needed?

Yes

Fix & Flip Questions

Please enter the expected cost for the REHAB *

Please upload Scope of Work *

Buy&Hold/Syndication Questions

How much is planned for Capital Expenditures(CapEx)? *

Please upload your Scope of Work for CapEx? *

Funding Information

How much are you requesting to fund? *

Is there existing debt or equity splits already leveraged on the project? *

Yes

Please upload documentation of the existing debt or equity already leveraged

Are you looking for debt or equity? *

Describe the use of funds *

How did you find us?

Please Tell Us Who Told You About J3 *

Relationships are important to us. We want to make sure to thank those who continue to support us.