Investment Property - Borrower Intake Form

Investment Property - Borrower Intake Form
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Borrower Name

First NameLast Name
Email
example@example.com
Phone Number

Area CodePhone Number
Occupation
Do you own a primary home?

YesNo
Estimated Credit Score
Requested Loan Amount
in USD
When do you need the funds?
Current Borrower Liquid Assets (amount)
Purchase or Refinance

PurchaseRefinance
Has the property been appraised?
Property Type

SFR1-45+ Multi/Mixed UseCondominiumsCondotelLandCommercialRenovation
Investment Property Address
Property Status
Number of Units
Number of Units Occupied
Property Value
Work Needed
If more than one property, please list the additional Addresses, Property Status, Number of Units, Number of Occupied Units, Values and Work Needed here.
If work is needed, can you provide a licensed contractor's scope of work (materials separated).
Plans for the property.
Does your business have a registered entity?
Name of the entity requesting funding.
Was your entity established 2 years ago or longer?
How much revenue is your entity bringing in per month?
Does your entity have a bank account?
Can your entity provide 3 months of bank statements; showing assets, funds for downpayment and closing costs?
How many properties has your entity held title to in the last 3 years?
If this is for a renovation or new development, how many renovations or new development projects have you completed in the last 3 years?
Everything that I have stated in this intake form is correct to the best of my knowledge. I understand that this is not a loan application. This intake form will determine whether my scenario is a match for the available resources and an application fee will be charged prior to an actual loan application being processed.
Date

MonthDayYear
Date
Applicant Signature

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