Financial Suit Quick Pre-Qualifying Intake Form

Quick Pre-Qualification Intake Form

For Hard Money, Fix and Flip, Rental, Multi Family. and Commercial Loan Application
NOTE: The Percentage of LTV, Interest rates, terms, and points are based on your Credit Score, Experiences, Subject Property Location, loan type, and the matched funding sources.

Once we received the filled-out online intake form, we then review the information and will provide you the right and best loan offer with the Initial Term Sheet, Conditional Quote, or Pre-Qual Letter after we pre-qualify you and match you to the right loan program for any type of your business or Real Estate investment deals.

www.FinancialSuit.com

Phong Truong - Financial Suit LLC NMLS #1755092
NEXA Mortgage LLC - NMLS #1660690
Branch License # 2106227
Company State License #: AZMB - 0944059
Corporate: 3100 W Ray Rd STE 201 Office # 209, Chandler AZ 85226
Local: 13100 Wortham Center Dr, Suite 300, Houston, TX 7706

Quick Pre-Qualification Intake Form

For Hard Money, Fix and Flip, Rental, Multi Family. and Commercial Loan Application
Loan Type *
Bridge Loan Type *
Rental Loan Type *
Commercial Financing Type *
Transactional Financing Type *
Bridge Loan Term *
Rental Loan Term *
Commercial Loan Term *
Borrower Information

The information must be accurate to help us qualify the borrower.
Borrower Entity Name/Legal Name *
State of Organization *
Type of Business Entity *

Sole Proprietorship Partnership Limited Liability Company (LLC) C-Corporation S-Corporation Not-for-Profit Unknown
Guarantor's Name *

First Name Last Name
Phone Number *

Area Code Phone Number
Estimated Credit Score *
Estimated Credit Score
FICO *
Credit Score
Email *
example@example.com
Entity Address *

Street Address

Street Address Line 2

City State

Zip Code
Number of Fix & Flip sold in the Past 24 Months? *
Number of Fix and Flips sold in the past 24 Months?
Number of Rental Properties currently owned? *
Number of Rental Properties currently owned?
Subject Property / Project Information

The information must be accurate to help us provide the right LTV, Rates, Points & Terms.
Property Type *
COMMERCIAL Property type *
Transactional funding Property type *
Number of units *
ONLY IF ABOVE the SFR 2-4, Multi Family 5+ and Portfolio
Please provide only 1 Property address if SRF PORTFOLIO, MULTI-FAMILY 5+ & COMMERCIAL PORTFOLIO with separate street addresses or states.
Subject Property Address *

Street Address

Street Address Line 2

City State

Zip Code
Property Under Contract? *

YES NO N/A
Purchase Price *
OR total purchase price if portfolios
Current Value/Price Per Unit or Door *
If already Purchased, when? *

Month Day Year
Property Purchase Date
Current As-Is or Market Value *
OR Total As-is Value for Multi Family and Portfolio
Rehab Budget Cost *
OR Total Rehab for Multi Family and Portfolio
Rehab Cost Completed *
OR Total Rehab for Multi Family and Portfolio
ARV *
OR Total ARV for Multi Family and Portfolio
Is the Property Currently on Leased? *
Monthly Rental Income *
OR Total Monthly Rental if More Units or If Multi Family and Portfolio
Annual Taxes *
OR Total Monthly Rental if More Units or If Multi Family and Portfolio
Annual HOA Fee *
OR Total amount if More Units or If Multi Family and Portfolio
Annual Insurance *
OR Total amount if More Units or If Multi Family and Portfolio
Requested Loan Amount *
Borrower’s Contribution to this project? *
How much Cash you can contribute on this project?
Estimated Payoff *
Only if Refinance/Cash out
How Soon Do You Need The Funding *

Month Day Year
Date
Uses of Funds *
How will you use the loan amount for this project?
Please provide a brief note and exit strategy on this project
Sales Contract *
Rent Roll *
Property Profit & Loss *
Borrowers' T-12 Financials *
Borrowers' Financial Proforma *
Borrowers' Exit Strategy Statement *
Rehab Budget Cost *
Do you have any Bankruptcy in the past 3 years? *

YES NO N/A
Are you Self-Employed? *

YES NO N/A
Own or Rent? *

OWN RENT N/A
Are you a US Citizen? *

YES I AM NO N/A
Please verify that you are human *
Should be Empty:

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Quick Pre-Qualification Intake Form

Quick Pre-Qualification Intake Form

Borrower Information

Subject Property / Project Information

Please provide only 1 Property address if SRF PORTFOLIO, MULTI-FAMILY 5+ & COMMERCIAL PORTFOLIO with separate street addresses or states.