PORTFOLIO REFINANCE SCENARIO SUBMISSION FORM

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PORTFOLIO REFINANCE SCENARIO SUBMISSION FORM

This form is used to receive a quote for a portfolio refinance deal within the next 10 minutes. This form does not pull your credit. The information you provide below will be used to develop a quote for you. Make sure to follow the instructions after you submit the form to ensure solid communication from our team to you. If you are a broker, please indicate below in question #1.
Please note: if any of the properties need rehab, you will need to submit those properties for a quote here: https://www.jakencapital.com/submitflip
I am submitting this deal for
Your Name
If you are a broker, please use your information.
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Best Email To Contact You
If you are a broker, please use your information.
Estimated Credit Score
The quote we provide you will be based off the information you provide.
Approximate Cash Reserves
Long term debt typically requires reserves. Some of the cash out proceeds can be used, but it is good for the underwriting process for you to have reserves on hand. We can discuss this specifically when we get rolling on the deal with you.
Do you have an entity that can go on title?
Portfolio Information
You will need to download the excel spreadsheet and complete the information regarding the portfolio. Then upload it below.
Click Here To Download Portfolio Refi Data Sheet
Upload the completed spreadsheet here:

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When Do You Want To Close?
Briefly describe your rental strategy (long term, mid term, short term, etc..)
Experience Questions
How many rehabs have you completed within the last 3 years?
Rehabs where you were on title or in the entity that was on title.
How many investment properties do you currently own?
Properties where you are on title or you are in the entity on title.
Have you gotten financing on a project like this before?
How do you prefer we contact you?
How were you referred to us?
Desired Loan Product
Referral Source
Should be Empty:

PORTFOLIO REFINANCE SCENARIO SUBMISSION FORM

Portfolio Information

You will need to download the excel spreadsheet and complete the information regarding the portfolio. Then upload it below.

Experience Questions