CL - REFINANCE SCENARIO SUBMISSION FORM

REFINANCE SCENARIO SUBMISSION FORM
This form is used to receive a quote for a refinance scenario. 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.
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?*
Property Information
Property Address*

Street Address

Street Address Line 2

CityState

Zip Code
How many units does this property have?*
What was the purchase price of the property?*
Numbers only. No commas or shorthand.
When did you buy the property (MM/DD/YY)?*
Include at a minimum, month and year.
Estimated Rehab Invested Into The Property*
Numbers only. No commas or shorthand.
Is the rehab complete?

YesNo
Do you need additional funds for the remaining rehab (if any)?

YesNo
How much more do you need to complete the rehab?
Today's Current Value*
Numbers only. No commas or shorthand. We will base your quote off the value you provide.
Final ARV (after additional rehab is complete)
How Much Debt On The Property?*
Please be as accurate as possible on this.
When Do You Want To Close?
Briefly describe your rental strategy (long term, mid term, short term, etc..)*
Property Financials
Does the property currently generate income?*
Property's Monthly Rental Income*
This should be your current monthly rental income. If the property is not producing rental income yet, please explain that in the strategy question above and enter the estimated monthly rent in this box.
How is the property's monthly income generated?*
What do you mean by "other" in your response to the last question?
Annual Taxes*
Be as accurate as you can here. This will go into calculating your DSCR.
Annual Insurance Premium*
Be as accurate as you can here. This will go into calculating your DSCR.
Monthly HOA (optional)
Is there a specific term or specific monthly payment you are looking for?
Please specify if you have a desired monthly payment or set of terms in mind. This helps us best craft our offer. If you do not care, then you can just leave this block alone.
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*

Long Term LoanShort Term LoanOpen to Options
Referral Source
Should be Empty:

REFINANCE SCENARIO SUBMISSION FORM

Property Information

Property Financials

Experience Questions