Harris Money, LLC.
108 Beacon St., Bridgeport, CT. 06605 info@harrismoney.com www.harrismoney.com
Real Estate Questionnaire
Borrower's Name
First Name
Last Name
Borrower's Home Address
Phone Number
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Email
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Company Name
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Property Address
Property Type
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Single-Family
2-4 Units
5-9 Units
10+ Units
Mixed Use
Commercial
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Number of Units
% of Occupancy
Current N.O.I. of the Property
Purchase Price
Purchase Date if already owned (otherwise skip)
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Month
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Day
Year
Date
AS-IS Value
After Repair Value
Rehab Amount
Type of Rehab
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None
Light
Full
Gut
Is the Property Rural?
Yes
No
Unsure
How much can you put down at closing?
Cash on Hand
Loan Amount Requested
Loan Type
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Bridge
Fix & Flip
Buy & Hold (DSCR)
Cash-Out Refi
STR (Short Term Rental)
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If Cash-Out Refi, explain use of funds?
Add Mortgage Balance Above
Do you have a signed Contract/L.O.I.?
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Yes
NO
Annual Property Taxes
Annual Property Insurance
Monthly Management Fee/H.O.A.
Annual Utility Expense
Monthly Rental Income
If Vacant Projected Income, if partially vacant note current.
Tenancy
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Fully Occupied
Partially Occupied
Vacant
Leases in Place?
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No
Partial
Annual Personal Income
Type of Employment
W-2
1099
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Social Security or Disability
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Experian Credit Score
Approx if known
Equifax Credit Score
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Transunion Credit Score
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Any Criminal Background?
No
Yes
Unknown
Any Judgements/Liens?
No
Yes
Unknown
Ever File Bankruptcy?
No
Yes
Unknown
How was property Sourced?
On Market (MLS)
Off Market - Private
Off Market - Wholesaler
Other
Real Estate Investing Experience past 5 years
How soon do you need to close?
Residency?
U.S. Citizen
Green Card
Visa
Any Additional Notes you wish to provide?
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