Kairos Concierge
Real Estate and Business Purpose Financing Intake
Borrower's Full Legal Name
*
First Name
Last Name
Purpose of Loan
*
Refinance
Purchase
What is the best estimated FICO score?
*
Property Type
*
Single Family
5+ Multifamily
Mixed Use
Condotel
New Construction
Retail
Medical / Office
RV Park
Other
If other, name the property type
Requested Loan Amount to Borrow
*
The Sq Footage of the subject property
e.g., 2300
How many bedrooms and bathrooms?
e.g., 3/2
The Lot size or acreage?
Are you the ____________________ for this property?
*
Borrower
Broker
Other
If Entity, name of the entity
Will This Property be held as individual or an Entity?
Individial
Entity
Best Number To Reach You
*
Please enter a valid phone number.
Email
*
example@example.com
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estimated Property Value of Subject Property:
*
e.g., $325,000.00
What Type of Loan Product Are You Seeking?
DSCR
Bank Statement Loan
No DSCR
Fix and Flip
Bridge Loan
Other
ARV
*if applicable
This Property is a
Short Term Rental
Long Term Rental
What is the Loan To Value you are looking for?
*
60% LTV
65% LTV
70% LTV
75% LTV
80% LTV
Is there a lien on the property?
*
Yes
No, it's a free and clear title
Will This Property Most Likely Debt Service/ DSCR?
yes
no
might be a close one
Total # of rehab projects in the last 3 years (on title)
*if applicable
Total number of Real Estate properties owned (on title)
*if applicable
What are the Annual Taxes on Subject Property?
*
i.e. $2,787.00
What is the Annual Insurance on Subject Property?
*
e.g., $1,800.00
Are there HOA dues on this Subject Property?
*
Yes
No
How Much is the Market Rent?
*
i,e, $2400.00 a month
Will There Be a Co- Borrower?
yes
no
Co-Borrower
First Name
Last Name
Are You, The Borrower a US Citizen?
US Citizen
ITIN
DOB
-
Month
-
Day
Year
Date
Please provide the reason for the loan. For example, I will use the loan for...
Borrower Primary Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Borrower Employer Name
Employer Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Additional Notes:
Appointment
Submit
Should be Empty: