Lender Information

Lender Date  

Address

City State AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY   Zip Code  

Contact   Title  

Telephone (area code) Fax (area code)

Email Address  

Borrower Information

Borrower Name(s) Email Address

Telephone (area code) Fax (area code)

Contractor Information

Contractor Name(s) Email Address

Address

Telephone (area code) Fax (area code)

Project Information ConventionalSBAOther (Describe)

Project Name  

Address  

City   State AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY   Zip Code   County  

Date Contract Signed    Owner Retainage Percentage   
Contract Amount $   

Project Type   Retail Shopping CenterSubdivision w/ A&DTI Project
Commercial Office SpaceRestaurantWarehouse
Storage FacilityCondominium ProjectOther (Describe)

Project Details: # of Buildings    # of Stories    # of Units   

Square Footage of Building   
(For multiple buildings, provide square footage of each building.)

Estimated Project Month Duration    Estimated # of Draws  

Services Requested (check all that apply)

Contractor Acceptance – Reviews Contractor’s Qualifications. A Contractor Acceptance Report will be forwarded to the lender following GCM’s review.

Initial Project Review (IPR) – Determines Project Feasibility. A detailed Project Analysis Report will be forwarded to the lender following GCM’s review of all documentation.

Funds Administration Services (including Inspections)

Standard Funds Administration: GCM reviews each draw request and balances to approved budget, gathers statutory documentation (invoices and lien releases, as applicable) and reviews inspection report confirming work-in-place. A funding recommendation is then forwarded to the lender.

Contractor’s Checkbook Funds Administration: Individual checks are issued to Contractor, Subcontractors, and suppliers, based upon submitted vouchers.

Inspection Only Services: Inspection will be performed to determine the work in place for each draw as requested by the contractor. A complete report (including photos) will be submitted.

Additional Comments:

(A proposal will be forwarded within 48 hours of receipt of RFP.)
Forward to: PENNY ROACH, Executive Vice President of Business Development
10770 E. Briarwood Avenue, Suite 280, Centennial, CO  80112
T: 866-710-4099 x1069 / D: 303-967-1715 / F:  866-380-9559