HOA / Condominium Association Loan Application

Project Information

Project Name

Address

General Information

* All fields in this section are required.

* 1. Legal name of project

* Project type

Condominium Planned Unit Development (PUD)

* 2. Was the project created by conversion of an existing building?

Yes No

* Age of building

* Year converted

* Type of original use

* 3. Is the project legally phased?

Is Is not

* Project consists of how many units in phases?

* Number of legal phases

4. Unit Sales & Unit Types

Unit Sales

Total number of units in project Total number of units conveyed to purchasers Total principal residence units conveyed Total second home units conveyed Total investor-owned units conveyed Total units retained by developer/converter

Unit Types

Single-Family Detached Townhouse, Row, or Cluster Garden - Number of stories Mid-rise - Number of stories (3-5) High-rise - Number of stories (6 or more) Other unit type

Ownership, Amenities, Completion & Legal Matters

* All fields in this section are required.

Ownership Rights, Leasing & Control

* All fields in this section are required.

Assessments, Delinquencies & Special Assessments

* All fields in this section are required.

* 22. Assessment/common charges for all units are:

The same Not the same

* Same assessment amount per month. If N/A, enter 0.

* Assessment range from. If N/A, enter 0.

* Assessment range to. If N/A, enter 0.

* 23. Do assessments include charges for unit utilities?

Yes No

* Utilities included. If none, enter N/A.

* 24. Number delinquent more than 30 days

* Total outstanding delinquent charges

* 25. Any special assessments now approved or in past two years?

Yes No

* Nature / purpose. If none, enter N/A.

* Total amount of assessment. If N/A, enter 0.>

* Per unit charge. If N/A, enter 0.

Management & Board Information

* Sections 26 and 27 are required. Board Members 1, 2, and 3 are required.

* 26. Is the project self-managed or managed by a management firm?

Self-Managed Managed by management firm

* 27. If a management firm manages the project, is it related to the developer?

Yes No

* Describe relationship. If none, enter N/A.

* Management contact name

* Company name

* Address

* Telephone #

28. Employee manager name

Employee manager title

Employee manager mailing address

Employee manager telephone #

29. Current board members

Board Member 1

* Name

* Title

* Phone

* Email

Board Member 2

* Name

* Title

* Phone

* Email

Board Member 3

* Name

* Title

* Phone

* Email

Board Member 4

Name

Title

Phone

30. Management Company / On-Site Manager

Management Company / On-Site Manager Name

Mailing Address

Primary Contact

Phone

31. Law Firm Information

Law Firm Name

Address

Attorney Name

Phone

32. Loan Request

* All fields in this section are required.

* Loan Amount>

* Term

* Repayment

Interest-only Principal & interest

* Purpose of Loan

* Source of Repayment

* Source of Repayment Options

Current Assessment Increase Assessment Special Assessment Other

* If other, explain. If not applicable, enter N/A.

Certification

* All fields in this section are required.

I, the undersigned, certify that to the best of my knowledge and belief, the information and statements contained on this form and the attachments are true and correct.

* Signature of Association Representative or Preparer

* Telephone Number

* Name of Association Representative or Preparer

* Representative Email Address

* Title

* Preparer’s Company Name and Address