Long Term Quote Form
This quote form is for a long term hold on investment properties. Please fill out all questions to the best of your knowledge.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Estimated FICO Score
*
Residency Status
*
Please Select
US Citizen
Permanent Residence
Non Permanent Residence
Foreign National
Are you a First-Time home buyer?
Please Select
Yes
No
If you are not a First-Time home buyer, do you currently:
Please Select
Own w/o a mortgage
Own with a mortgage
Live rent free
Rent
How many investment properties do you own?
*
Individual or Entity Name
*
How many members in the LLC?
What is the members ownership %?
*
What is all members in the LLC's liquidity (money you have readily available)?
Loan Purpose
*
Please Select
Purchase
Cash out refinance
Rate and term refinance
Lien Position
Please Select
1st
2nd
3rd
Term Type
*
Please Select
Long Term
AirBNB
Other
Property Type
*
Please Select
SFR
Duplex
Triplex
Quad
Condo
Townhouse
Mixed Use
5+ unit
Commercial
Was the property listed for sale?
*
Please Select
Yes
No
Occupancy Type
*
Please Select
Leased
Vacant
If leased, how does the tenant pay you?
*
Please Select
Check
Venmo
PayPal
Cash
Other
Is the property rented to a family member?
*
Please Select
Yes
No
Location Type
*
Please Select
Non Rural
Rural
Subject Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estimated Monthly Rent
*
Purchase Price
*
Estimated Property Value
*
LTV Requested
Enter a %
$$ Rehab Completed
*
Existing Lien Amount?
*
Original or Purchase Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Annual Taxes
*
Annual Insurance
*
Annual HOA
What is your main focus?
Please Select
Lowest rate
Shortest pre pay
Least points
Quickest close
What is your best quote?
Who referred you?
Notes or Concerns
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