LOAN INTAKE — Pinecrest Living - pre-development line

Terms + closing-doc checklist, cross-checked against the Inv Tracker.
← Intakes
OPEN ITEMS (3)
  • • Not in Inv Tracker yet — add the row (or fix the name)
  • • Docs needed: Term sheet, Note, Guaranty
  • • No maturity entered
Deal & Parties
Deal / Property Name (tracker style) *
Borrower
Lending Entity
Guarantor(s)
Co-Investors
Terms
Loan Total (all investors)
Hale Share
Rate (e.g. 12% or tiered terms)
Payment Frequency
Expected Payment Amount
Profit-Share Rider
Origination Date
Maturity Date
Collateral
Closing-Doc Checklist
Promissory note
Mortgage / security agreement
Personal guaranty
Profit-share rider
Wire confirmation
Borrower W-9 / ID
Amortization / payoff schedule
Links & Notes
SharePoint / Folder Link
Notes
After saving: the tracker check runs live above. Once the deal is added to the Inv Tracker (same deal name) and imported, "Convert to Loan" creates the app-managed loan with everything collected here; missing docs become the loan's action items.
Static demo · synthetic data · read-only  ↩