Lead Intake Form
Contact Type
*
Borrower
Broker
Label
*
Hot
Warm
Cold
Loan Officer
*
Please Select
Aldo Baltodano
Hagop Sargisian
James Bowie
Lead Source
*
Please Select
BiggerPockets
Broker
Cold Call
Conference/Trade Show
LinkedIn
Personal
PrivateLenderLink
Social Media
Website
Name
*
Mobile Phone
*
Email
*
example@example.com
States Active
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Preferred Property Type
Please Select
SFR 1-4
Multifamily
Mixed-Use
Portfolio
Subdivision
Office
Industrial
Retail
Hospitality
Self Storage
Assisted Living
Mobile Home Park
Land
Preferred Investment Strategy
Please Select
Rehab
Bridge
New Construction
Long Term Rental
Short Term Rental
Owner Occupied
Cannabis
Retail-Experience
Please Select
0
1-2
3-4
5-9
10+
Retail-Estimated FICO
Please Select
750+
720-749
700-719
680-699
650-679
600-649
575-599
< 575
Wholesale-Experience
Please Select
0
1-2
3-4
5-9
10+
Wholesale-Estimated FICO
Please Select
750+
720-749
700-719
680-699
650-679
600-649
575-599
< 575
Contact Comments
Create New Deal?
*
Yes
No
Loan Type
Purchase
Refi-Rate & Term
Refi-Cash Out
Current Status of Property
Please Select
In Escrow
Pre-construction
Plans & Permits Approved
Under Construction
Construction Complete
Renovated & Leased at Market Rent
Exit Strategy
Please Select
Sell
Hold/Refinance
Property Type
Please Select
SFR
2-4 Units
Condo
Townhouse
Multifamily Commercial
Mixed-Use
Portfolio
Office
Industrial
Retail
Hospitality
Self Storage
Assisted Living
Mobile Home Park
Land
Investment Strategy
Please Select
Rehab
Bridge
New Construction
Long Term Rental
Short Term Rental
Owner Occupied
Term (mos)
Total Units
Purchase Price
As-Is Value
ARV
Rehab Budget
Current Amount Owed
Cash Out Amount
Purpose of Funds
Currently Delinquent?
Yes
No
Monthly Rent
Yearly Property Tax
Yearly Insurance
Subject Property
Calc Loan Amount As
%
$
Loan Amount (%)
Loan Amount ($)
Loan Request
Close Date
/
Month
/
Day
Year
Date
Rehab Holdback
Yes
No
LTP (%)
LTV (%)
LTARV (%)
LTC (%)
Rehab Description
Soft Quote
Deal Comments
Next Action
*
What is the next action to move deal forward?
Next Action Date
Submit
[source]
[requested loan amount]
[pref investment strategy]
[deal investment strategy]
[pref property type]
[deal loan type]
[deal property type]
[exit strategy]
[loan channel]
[credit]
[experience]
[label]
[owner id]
Should be Empty: