REAL ESTATE INVESTOR APPLICATION

Name*

First NameLast Name
Email*
example@example.com
Social security number:*
If you have NO SOCIAL, enter XXX-XXX-XXXX here
Current address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your credit score?*
Phone Number*
Please enter a valid phone number.
Name of the entity that you will be using to fund the loan?
If you do not know yet, type TBD
Type of entity established to close the loan?
LLC, Inc, Corp, etc..

Cash on hand?*
Add all your liquid assets willing to use. There is no right or wrong answer.

Client provided credit report(s) for all applicants:

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Legible photo ID for all applicants:*

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Copy of social security card or passport or visa for all applicants:*

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Copy of mortgage statement for primary home:

Most recent
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Three (3) most recent statements for ALL assets for all applicants:*

Checking, Savings, 401K, etc.
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Copy of fully executed sales contract:

Checking, Savings, 401K, etc.
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Copy of Earnest Money Deposit (EMD) on sales contract:

Checking, Savings, 401K, etc.
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I/We acknowledge that completing this initial prequalification form and uploading the required documents does not guarantee loan approval. The primary purpose of this application is to collect essential information and documentation to initiate the pre-approval phase for a real estate investment mortgage (a loan for business purposes ONLY), whether for purchase or refinancing.

I/We comprehend that, at this stage, there will be no execution of a soft or hard credit pull. Nevertheless, to issue a final pre-approval, a mortgage tri-merge will be necessary for ALL applicants, as is customary for most real estate investment mortgage loans.

I/We are aware that this request for initial loan pre-approval pertains exclusively to investment mortgages. If any applicant listed intends to occupy a home as their primary residence, this initial pre-approval is considered null and void.
I/We hereby agree that the information given is true, accurate and complete as of the date of this initial prequalification form and that all the compliance items listed above are fully understood.*

Yes
Signature*

Clear
Date*

MonthDayYear
Date

Congratulations! You are ready to submit your application. If there are any errors, don't worry—we will thoroughly review it and arrange a call with you to discuss and address any issues or concerns. We'll ensure all loose ends are tied up during the process.
Please verify that you are human*
Should be Empty: