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Please complete the order form below and click the "submit" button at the end of the form. The order will automatically be sent to kerie@dawsonappraisal.com. We will contact you via email with a fee and turn time. If you have any questions please contact Kerie Dawson at kerie@dawsonappraisal.com or 714-726-6176.
CDC Small Business Finance Appraisal Order/Bid Request Form
Date of Request
*
*
Appraisal Engagement Only
Appraisal Review Only
Appraisal Engagement and Appraisal Review
Loan Officer:
*
Phone #
*
Email Address:
*
BORROWER/LOAN INFORMATION
Borrower/Loan Name:
*
Business Type:
*
Loan Type:
*
SBA
Conventional
Other
Other
Loan Amount
*
Purpose of Appraisal:
*
Refinance
Purchase Financing (please attach Purchase Agreement)
Asset Monitoring
Other
Other
Purchase Agreement
Property Contact Name:
*
Property Contact Phone:
*
Property Contact Email:
PROPERTY DATA
Property Address:
*
Assessors Parcel Number:
Property Status:
*
Existing
Proposed
Vacant Land
Under Construction
Other
Other
Property Description:
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SFR
Residential Apartments (2-4 units)
Residential Apartments - (5 units +)
Retail
Office
Industrial
Other
Other
# of Units:
Please describe property:
Property Type:
Multi-Purpose
Single Purpose
Building Size:
Lot Size:
Are there proposed Tenant Improvements or Construction included in this assignment?
Yes
No
If yes, please describe:
Will the subject property be owner occupied?
*
Yes
No
If No, please explain:
If Hotel:
(2 years operating history required)
Current Flag:
# of Rooms:
# of Floors
If Gas Station:
(2 years operating history required)
APPRAISAL REPORTING INFORMATION
Property Interest:
*
Fee Simple
Leased Fee
Leasehold Estate
Report Type:
*
Appraisal Report
Restricted Appraisal Report
Appraisal Review
Recertification (if construction loan is being converted to permanent loan)
Values Reported:
*
As Is
As Proposed (Tenant improvements, rehab, etc)
As Proposed - Prospective (Ground Up Construction)
Going Concern with components broken out: Real Estate, FF&E, Goodwill
Scope of Work:
*
Cost
Income
Sales
Stated Users/Client:
*
CDC Small Business Finance
United States Small Business Administration
Other
Other
Stated Users/Client:
*
CDC Small Business Finance
United States Small Business Administration
Other
Other
Requested Turn Time from Engagement Date:
*
Constrains:
*
Fee
Due Date
None
Additional Comments/Requests:
ENVIRONMENTAL REPORTS
*
Transaction Screen Analysis (TSA) - for loans under $1,000,000 and non-polluting industries
Phase I Environmental Site Assessment (ESA) - for all loans over $1,000,000 and frequently polluting industries such as gas, auto repair, dry cleaning, printing, any other companies with heavy chemical use
No Report Needed
Reliance Letter Needed?
Yes
No
Address Reliance Letter to:
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