Executive Summary
INVESTMENT PROPERTY
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Property Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type:
Please Select
Single Family
Condo
Multi Unit (1-4)
Multi Unit (5+)
Commercial (Mixed Use)
Yearly Property Taxes
Yearly Insurance Premium
Loan Product Type:
Please Select
Purchase
Refinance/Rate and Term
Refinance Cash Out
Ground Up Construction
Bridge Loan
If Refinancing, Current Loan(s) Amount(s) ($):
How long have you held title to property:
Less than 6 months (Fix and Flip Only)
Greater than 6 months
1 - 2 years
Longer than 2 years
Rents:
Total Loan Amount Requested ($):
As Is Appraised Value ($):
ARV (After Repair Value) Appraised Value ($):
Renovation Budget (If applicable) ($):
Date of Purchase:
-
Month
-
Day
Year
Date
Current Interest Rate(%)
Loan Term:
Please Select
Long term 30 years
Short term 1-5 years
Short term less than 12 months
Qualifying FICO
Liquid Assets/Bank Statements (Needed for Fix and Flip Deals Only):
Borrowers Experience:
Please Select
Highly (10+ deals)
Experienced (3-9 deals)
Limited (1-2 deals)
Exit Strategy
Please Select
Sell
Refi
If exit is to sell, when?
Summary -Loan Request:
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