Service Request Form

First Name *

Last Name *

Company Name

Phone Number *

Email Address *

Save & Return

Save your progress and complete this form later. (optional)

Project Information

Project Name *

Project Address *

Project City *

Project State *

Project Zip Code

Construction Duration (# of months) *

Hard Cost Value - PLEASE USE COMMAS AND DECIMAL *

Ground up or TI *

Ground Up

TI

Loan Type *

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? *

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.