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Click Here for Church Loan Inquiry Form 

 

 Inital Church Loan Qualifications

*Debt to Annual Income: Loan amount should not exceed 3.5 times gross annual income

*DSCR: Minimum of 1.25 x and, in most cases, annualized loan payment should not exceed 35% of gross annual income.

* Maximum Loan Amount: Generally, funding can be provided for 3-4 times the amount of the church's annual contribution. Our formula for a conservative funding maximum is the lesser of the two: Plate Income @350% or Church Value @ 75% ( appraised value or purchase price; the lesser of the two.)

 

Church Loan Parameters 

Acquisition or refinance; limited and substantial rehabilitation; ground up new construction. Must have at least a 3 year operating history. (No start-ups) Must be a 501c3 Organization.

Eligible Properties: Church structures including sanctuary, parsonage, fellowship halls and all other church

owned properties, which may also include commercial, office, retail, residential, apartment, etc. , and almost any other property type. The net revenue derived from the commercial component is added to other church revenue. The church component should occupy 25% or more of the property.

Transaction Size: $250,000 to $15 million or more. Target Range: $500,000 to $5,000,000

Recourse: No personal recourse for routine transactions. If the church has credit or other

transaction underwriting issues, the loan may require personal guarantees from creditworthy

members.

Interest Rate: Fixed and adjustable available – ( subject to change )

Loan Term: 5 to 10 years – balloon at end of term; 20 year fixed rate with no balloon

Amortization: 20 to 25 years; 30 year amortization considered for loans of $3,000,000 or more

Prepayment Penalty: Most loan structures are pre-payable at any time without penalty

Closing time: Typically 60 business days from completed Application

 

Required Documents

Last 3 years Church financials including palte income, other income, expense details,ance sheets, cash flows, and YTD Budget and actual comparrison

Details exisiting church mortgage/lease to be paid from proceeds. Please provide terms, lender/landlord names, balance owing, etc.

Purchase Agreement (If purchase transaction)

Detailed used of funds with specified amounts of all uses( ie. repairs, rehabs, etc)

Copy of Church Articles of Incorporation , Church Bylaws, and a list of officers authorized to sign financial documents

Breif History on the chruch

Resumes on Head Clergyman and Church Leaders