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Express Quote Service

Get a quote

Submit the online worksheet below and we’ll respond in 2 business days or less

Before submitting, be sure to review our underwriting criteria.

If you would prefer to fill out the worksheet by hand, print one out (PDF) a blank business note worksheet (PDF) and fax back to us at (415) 433-3588. (Adobe pdf 98kb)

Business Note Worksheet

Seller's Name:
Phone:
Fax:

How did the seller hear of you?

BUSINESS INFORMATION

Exact Name of Business:
Type of Business:
Is Operation a Franchise? Yes  No
Street Address: City: State: Zip:
Business Location is Owned by Payor Leased by Payor and expires:
Terms of lease renewal option(s):
Is Note signed by a corporation? Yes  No
If so, is Note personally guaranteed? Yes  No
If Note is not signed by a corporation, is it directly signed by an individual? Yes No
Is there a signed Security Agreement with UCC-1 recorded at the time of the Note creation?
Yes No

BUSINESS SALE

Date of Sale:
Selling Price:
Down Payment:
1st Lien:
2nd Lien:
NOTE INFORMATION
Date of Note:
Amount:
Term of Months:
Payment Amt:
Balloon Amt:
Balloon Date:
Interest Rate:
Due Date 1st Pmt:
# of Pmts Paid:
# of Pmts Left:
Next Pmt Due:
Balance:

FINANCIAL PERFORMANCE
Annual revenues:
Less annual expenses:
Net operating income:
PAYOR/GRANTOR
Most recent FICO:
SSN:
Qualifications for this biz:
Payment History:
BROKER CONTACT INFORMATION
Name:
Company:
Email:
Phone:

QUOTE TO SELLER (for SFS use only)

Buy full note ______________________

Buy partial note ______________________

Quote date ______________________