Docs – Real Estate Investor Fund

1 Business

2 Signers

3 Funding Source/Terms

4 Sellers

5 Equipment

6 Documentation Details & Attachments

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How many individually named signers/PG's are there?*
Name of Signer/PG #1*
Title of Signer/PG #1*
Verify Signer/PG #1 Title*
Address of Signer/PG #1*
Street Address City State ZIP Code
Name of Signer/PG #2*
Title of Signer/PG #2*
Verify Signer/PG #2 Title*
Address of Signer/PG #2*
Same as PG #1

Street Address City State ZIP Code
Name of Signer/PG #3*
Title of Signer/PG #3*
Verify Signer/PG #3 Title*
Address of Signer/PG #3*
Street Address City State ZIP Code
Name of Signer/PG #4*
Title of Signer/PG #4*
Verify Signer/PG #4 Title*
Address of Signer/PG #4*
Street Address City State ZIP Code
Other PG's/Signers (5 or More)*
List name, title, and address for each guarantor

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Funding Source*
Purchase Option*
Equipment Cost ($)*
+ Financed Funding Source Fees ($)*
+ Financed Sales Tax Amount ($)*
Is there any down payment being made directly to the seller?*
- Down Payment to Dealer ($)*
= Total Agreement Amount ($)*
Equipment cost + sales tax + financed fees - down payment
Term Length*
Buy Rate (%) or Rate Factor (Decimal)*
Points on Agreement (Decimal)*
Sell Rate Factor (Decimal)
Gross Commission ($)*
Monthly Payment Sold to Customer ($)*
Include tax, if applicable
Username: derek@americanEFS.com Password: Alf#208alf
Advance Payment Type*
One in Advance
Two in Advance
Total Cap Cost Reduction to Lender Outside of TValue/Amortization Schedule ($)*
Total Advance Payment on Contract ($)*
Total Security Deposit ($)*
Funding Source Documentation Fee ($)*
+ Broker Documentation Fee ($)*
= Total Documentation Fee ($)*
= Total of Gross Commission + Broker Doc Fee ($)*
Total Customer Invoice ($)*
- Less Commitments Retained by Broker ($)*
= Total Due With Documents ($)*
Comments or Notes About Payments or Structure

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How many dealers or sellers are receiving funding from this agreement?*
Name - Dealer or Seller #1*
Amount Due - Dealer or Seller #1 ($)*
Prefunding Required? - Dealer or Seller #1*
Please Describe Prefunding Need - Dealer or Seller #1*
Method of Payment - Dealer or Seller #1*
Address - Dealer or Seller #1*
Street Address Address Line 2 City State ZIP Code
Name - Dealer or Seller #2*
Amount Due - Dealer or Seller #2 ($)*
Prefunding Required? - Dealer or Seller #2*
Please Describe Prefunding Need - Dealer or Seller #2*
Method of Payment - Dealer or Seller #2*
Address - Dealer or Seller #2*
Street Address City State ZIP Code
Name - Dealer or Seller #3*
Amount Due - Dealer or Seller #3 ($)*
Prefunding Required? - Dealer or Seller #3*
Please Describe Prefunding Need - Dealer or Seller #3*
Method of Payment - Dealer or Seller #3*
Address - Dealer or Seller #3*
Street Address City State ZIP Code
Additional Dealers or Sellers (4 or More)*
Name, amount due, prefunding required, method of payment

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Broker Company Name*
Broker Rep Name*
Broker Email Address*
Best Phone # for Questions*
Have the Equipment and Seller/Vendor Already Been Approved by the Funding Source?*
Type of Documents Preferred*
Email Address for E-Docs - PG #1*
Email Address for E-Docs - PG #2*
Email Address for E-Docs - PG #3*
Email Address for E-Docs - PG #4*
Email Address for E-Docs - PG #5*
Request Insurance Quote from InstaCover?*
Customer Email Address for Insurance Quote*
Approval
Pledged Collateral Documentation
Drop files here or
Commitment Deposit Documentation or Receipt
Condition Reports, Photos, Spec Sheets*
Drop files here or
Dealer Invoice(s), Bills of Sale, and Payment/Wire Instructions
Drop files here or
Driver's License/ID Copies for Guarantors/Signers
Drop files here or
Other Pre-Documentation Contingencies & Supporting Docs
Drop files here or
Proof of Ownership by Private Seller*
Drop files here or
Title Copies, Title Instructions, Tax Rate Treatment Info*
Drop files here or
TValue or Amortization Schedule (PDF)

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