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Apply Online

Loan Inquiry Questionnaire

Preferred Minimum Loan Amount - $500,000

Disclaimer: This questionnaire is for information gathering purposes only and cannot be considered as a formal application for funds.

A. Applicant Information:
  1. Borrow Name:
  2. Borrow Address:
  City State Zip
  3. Borrow Phone: Fax:
  4. Email Address:
  (use check boxes for the boxes below and include a text field for the “other”)
  5. Is the borrower: individual, other entity ( corporation,
  partnership, trust, LLC, other: )
  6. If other entity, list owner’s names (personal guaranty required):
  7. How would you prefer to be contacted?:
  phone, email, mail, fax

B. Loan Information:
  1. Amount Requested: $
 
2. Loan Purpose: Purchase: $
  Refinance: $
  Cash Out: $
  Other: $

C . Property Information:
  1. Property Type:
 
  Farm – Irrigated: acres
  Farm – Dry: acres
  Ranch: acres
  Agribusiness: acres
  Timber: acres
  Other: acres
  2. Property is located in County, (state) and is
situated Miles from (city) on
(highway or road name and #).
  3. Brief Description of Improvements:
  4. Purchase Date of Property:
  5. Purchase Price:

D. Other Information:
  1. How did you hear about Trust Financial?
  2. Other comments:
 
Typical Documents Required To Process Loan Request:
  -Three most recent years’ Federal tax returns
-Income/Expense Statement
-Current Balance Sheet (statement of all assets & liabilities) – less than 90 days old
-Legal Description of Property
-Partnership Agreement, Articles of Incorporation, or Trust Agreement

Our mission is to provide our customers with the most competitive loan products available in the marketplace coupled with outstanding service
Trust Financial
A Mortgage Company
13300 Old Blanco Road
Suite #321
San Antonio, TX 78216

P: (210) 479-5648
F: (210) 479-5874
Toll Free: (866) 223-5845
E: info@trustfinancial.us

 
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