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Service Request Form
First Name
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Last Name
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Company Name
Phone Number
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Email Address
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Save & Return
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Create an account or login
Project Information
Project Name
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Project Address
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Project City
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Project State
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Project Zip Code
Construction Duration (# of months)
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Hard Cost Value -
PLEASE USE COMMAS AND DECIMAL
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Ground up or TI
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Ground Up
TI
Loan Type
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Conventional
SBA 7A
SBA 504
USDA B & I
Other
Project Scope:
Include square footage, no. of buildings, floors, and type of building (i.e. hotel, gas station, medical office, etc.)
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Standard Services Requested
Click this link for more information on CLM Group Services
Which of our Standard Services are you requesting for this project?
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Full Funds Loan Monitoring
Hard Cost Only Loan Monitoring
Inspection Only Loan Monitoring
Commercial Real Estate Portfolio Inspections
Property Condition Report
Full Funds Optional Services Requested
Would you like to include any of our Optional / Add on Services with this project?
Subcontract Collection and Retention
Check Preparation
Recertification for SBA Compliance
Hard Cost Only Optional Services Requested
Would you like to include any of our Optional / Add on Services with this project?
Subcontract Collection and Retention
Check Preparation
Additional Services Requested
Would you like to include any of our Additional Services for this project?
Cost Review
Contractor Review
Additional Project Information
Please provide all information you have at this time.
For each project, ALL information below will eventually be required.
Owner / Borrower / Guarantor Contact Information
Owner / Borrower / Guarantor Name
Owner / Borrower / Guarantor Contact Name
Owner / Borrower / Guarantor Phone
Owner / Borrower / Guarantor Cell
Owner / Borrower / Guarantor Email
Contractor Contact Information
Contractor Business Name
Contractor Contact Name
Contractor Phone
Contractor Cell
Contractor Email
Contractor License Number
Required Documents
At bid acceptance, the following documents will be required.
Use list below to check off items that you have at this time.
Required Documents
Hard Cost Budget
Signed Construction Contract between borrower & contractor
Digital set of building plans, site plan and floor plan
Permits
Source and Use of Funds and Borrower's Injection
Appraisal
Required Documents
Hard Cost Budget
Digital set of building plans, site plan and floor plan
Permits
Required Documents
Contractor qualification package
Signed Construction Contract between borrower & contractor
Document Upload
If you have any of the above-Required Documents (file size up to 10MB) ready to submit now, please submit them here.
If files are larger than 10MB, please let us know upon initial project contact and we will be happy to accommodate you.
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