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Home
Fund Control Services
Commercial Services
Personal & Broker Escrow Services in San Diego
About Us

Home
Fund Control Services
Commercial Services
Personal & Broker Escrow Services in San Diego
About Us

New Project Set Up Form

Home » New Project Set Up Form

Date(Required)

MM slash DD slash YYYY

Client Information

Client Name:(Required)

First

Branch:(Required)

Mailing Address:(Required)

Contact:(Required)

Loan no.(Required)

Phone Number:(Required)

Email Address:(Required)

Cell Number:

Funding Entity(Required)

Owner Information

Owner's Name(Required)

Mailing Address:(Required)

Street Address

Contact Name:(Required)

Phone Number:(Required)

Email Address:(Required)

Cell Number:

Contractor Information

Contractor's Name(Required)

First

Mailing Address:(Required)

Street Address

Contact Name:(Required)

First

Phone Number:(Required)

Email Address:(Required)

Cell Number:

Project Information

Project Name(Required)

Proj Address/Location(Required)

Street Address

Budget Amount(Required)

Please enter a number from 100 to 9999999999.

Type of Construction(Required)

Estimated Start Date:(Required)

MM slash DD slash YYYY

Estimated Completion Date:(Required)

MM slash DD slash YYYY

Estimated No. of Draws:(Required)

Description of Project:(Required)

Number of Units:(Required)

Number of Lots:(Required)

Allowances for Advance Funds:(Required)

Yes

No

Are draw requests contingent on Inspections(Required)

Yes

No

Title date downs required with each draw(Required)

Yes

No

Point of Contact for Inspections:

Name:(Required)

First

Phone:(Required)

Email:(Required)

LMFCE Services Requested

La Mesa to Disburse all Construction Funds:(Required)

Yes

No

No of draws:(Required)

Pre- Construction Review Required (PCR):(Required)

Yes

No

Contractor Evaluation:(Required)

Yes

No

Permit Verifications:(Required)

Yes

No

Notes & Comments:(Required)

Documents Delivered to LMFCE

Budget Cost / Cost Breakdown:(Required)

Yes

No

Appraisal:(Required)

Yes

No

Title Report with Contact Information:(Required)

Yes

No

Construction Contract:(Required)

Yes

No

Construction Bid:(Required)

Yes

No

General Contractor License:(Required)

Yes

No

Course of Construction Insurance:(Required)

Yes

No

GC Workers Compensation Insurance:(Required)

Yes

No

GC’s W9:(Required)

Yes

No

List of Subs & Material Suppliers:(Required)

Yes

No

Authorized Signs for Draws:

Name:(Required)

First

Authorized Signs for Draws:(Required)

Owner

Client

If the Owner, Contractor or both are required signatures(Required)

And

Or

Name:

First

Authorized Signs for Draws:

Owner

Client

If the Owner, Contractor or both are required signatures

And

Or

Name:

First

Authorized Signs for Draws:

Owner

Contractor

If the Owner, Contractor or both are required signatures

And

Or

Name:

First

Authorized Signs for Draws:

Owner

Contractor

If the Owner, Contractor or both are required signatures

And

Or

Additional Contacts and Signers:

Additional Contacts and Signers:

Client:

Owner:

Contractor:

Name:

Phone:

Email:

Required Signer?:

Yes

No

Additional Contacts and Signers:

Client:

Owner:

Contractor:

Name:

Phone:

Email:

Required Signer?:

Yes

No

Additional Contacts and Signers:

Client:

Owner:

Contractor:

Name:

Email:

Phone:

Required Signer?:

Yes

No

La Mesa Fund Control and Escrow

We pride ourselves on providing superior customer service and creating satisfied customers. We work hard to satisfy your Fund Control and Escrow needs and will go the extra mile to exceed your expectations.

Say Hello.

Feel free to contact us the old fashioned way. Sometimes it’s nice to talk to a real person.

Visit Us.

8844 La Mesa Blvd.
La Mesa, CA 91942

Who We Work With

Our clients include Banks, Mortgage Companies, Surety Companies, Private Money Lenders, and Municipalities. LMFCE delivers these comprehensive loan management services to ensure project success for all parties.

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