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PMC Commercial Trust
17950 Preston Road, Suite 600PHONE: 972-349-3200Dallas, TX 75252FAX: 972-349-3265
Business/Property NamePhysical Address
APPLICATION PACKET
ACQUISITIONAPPLICATION CHECKLIST
PMC's Credit application, signed and datedResume- use the one provided or attach a separate oneLast 3 years personal Tax Returns (TR's) or an extension for most current year if past April 15thIncluding copies of W-2'sBank or brokerage statements to match the Personal Financial statement liquid assetsCopy of driver's licenseCopy of Alien Registration card, front and back 
Please also mail originals (including signed personal financial statements) of any application materialsFor the business/property, please provide the following:
Project cost breakdown
(may use the optional form located on the final page for this information)
Breakdown of downpayment source (if any)Copy of the Contract or Letter of IntentLast 3 years tax returns for the subject propertyIf tax returns are not available, provide 3 years financial statements. Tax returns are not available because
Current year-to-date financial statements dated within 90 days with comparable period for prior year 
Relationship to seller Completed questionnaire (form attached)
If the project includes renovations or other improvements please provide a budget with corresponding
copies of all bids and/or contractsPlease attach any leases pertinent to location, equipment, furniture, etc.
If the collateral includes real estate please provide
Tax appraisalCopy of old appraisal, if availableCopy of ESA, if availableWhen was the building built?How much land does it include?How many square feet is in the building?How many square feet does the business occupy?Pictures of the property, inside and out, and the surrounding area.
If this is an SBA application complete the following:
Please list the history of business and benefits of the loan (or attach details)What county is the project located in? Number of current employees Number of employees anticipated after the loanPrevious SBA or Government debt for this business or any business owned by the principalsof the applicant or any personal loans such as FHA, VA, Student loans, SBA or B&I:
Name of Agency
Current Balance
Current or Past Due
www.pmctrust.com
For all partners, owners, or guarantors, please provide the following:
PMC's
Original
Personal Financial Statement (PFS), signed and dated
that are faxed and retain copies, as we will be unable to return documents once submitted.
Original Amount of DebtDate of Request
Approved orDeclined
 
PMC Commercial Trust
17950 Preston Road, Suite 600PHONE: 972-349-32003200Dallas, TX 75252FAX: 972-349-32653265
Business/Property NamePhysical Address
APPLICATION PACKET
CONSTRUCTIONAPPLICATION CHECKLIST
PMC's Credit application, signed and datedResume- use the one provided or attach a separate oneLast 3 years personal Tax Returns (TR's) or an extension for most current year if past April 15thIncluding copies of W-2'sBank or brokerage statements to match the Personal Financial statement liquid assetsCopy of driver's licenseCopy of Alien Registration card, front and back 
Please also mail originals (including signed personal financial statements) of any application materialsFor the business/property, please provide the following:
Business plan to include project cost breakdown & break down of down payment & its source.
(may use the optional form located on the final page for the breakdown)
Please submit copies of all bids and contracts on the following:
LandBuildingEquipment (FF&E)Copy of Tax AppraisalCopy of appraisal, if availableCopy of ESA, if availableHow much land does it include?How many square feet will the building be?How many square feet will the business occupy?If you already own the property:When did you purchase it?What was the purchase price?Any major improvements ?DescriptionPictures of the property, inside and out, and the surrounding areaLoan Fees/Guaranty Fee
$
Appraisal
$
Phase I
$
Title Insurance
$
Attorney Fees
$
Interest Expense
$
Architect/Engineering
$
Monitoring Fee
$
Bonds
$
Permits
$
Utility Tape Fee/Impact Fee
$
Survey
$
Contingency
$
Franchise Fee
$
Inventory
$
Working Capital
$Total Closing Cost/Working Capital$
www.pmctrust.com
For all partners, owners, or guarantors, please provide the following:
PMC's
Original
Personal Financial Statement (PFS), signed and dated
that are faxed and retain copies, as we will be unable to return documents once submitted.SOFT COSTCONSTRUCTION BUDGET
 
PMC Commercial Trust
17950 Preston Road, Suite 600PHONE: 972-349-3200Dallas, TX 75252FAX: 972-349-3265
Business/Property NamePhysical Address
APPLICATION PACKET
REFINANCEAPPLICATION CHECKLIST
PMC's Credit application, signed and datedResume- use the one provided or attach a separate oneLast 3 years personal Tax Returns (TR's) or an extension for most current year if past April 15thIncluding copies of W-2'sBank or brokerage statements to match the Personal Financial statement liquid assetsCopy of driver's licenseCopy of Alien Registration card, front and back 
Please also mail originals (including signed personal financial statements) of any application materialsFor the business/property please include the following:
Project cost breakdown.
(may use the optional form located on the final page for this information)
Breakdown of downpayment source, if any.Copy of all NotesLast 3 years tax returns for the subject propertyIf tax returns are not available, provide 3 years financial statements. Tax returns are not available becauseYear-to-date financial statements within 90 days with comparable period (at least sales) for prior year.Completed questionnaire (form attached)If the project includes renovations or other improvements please provide a budget with corresponding copiesof all bids and/or contractsPlease attach any leases pertinent to location, equipment, furniture, etc.Complete the box for all debt and check the one(s) to be refinanced.
To Whom PayableSecurity
If the collateral includes real estate please provide/complete the following:
Tax appraisalCopy of old appraisal, if availableCopy of ESA, if availableWhen was the building built?How much land does it include?How many square feet is in the building?How many square feet does the business occupy?When did you purchase the property?What did you pay for the property?Any major improvements?Description of improvements madePictures of the property, inside and out, and the surrounding area.
If this is an SBA application complete the following:
Please list the history of business and benefits of the loan (or attach details)What county is the project located in? Number of current employees Number of employees anticipated after the loanPrevious SBA or Government debt for this business or any business owned by the principalsof the applicant or any personal loans such as FHA, VA, Student loans, SBA or B&I:
Name of AgencyCurrent BalanceCurrent or Past Due
www.pmctrust.com
For all partners, owners, or guarantors, please provide the following:
PMC's
Original
Personal Financial Statement (PFS), signed and dated
that are faxed and retain copies
 
, as we will be unable to return documents once submitted.
OriginalAmountOriginalDatePresentBalanceRate of InterestMaturityDateMonthlyPaymentCurrent or Past Due
Original Amount of DebtDate of RequestApproved or Declined
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