Funding Request Form
Your Name
*
First Name
Last Name
Your Company Name
*
Your Email
*
example@example.com
Your Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Cell Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
I am a
*
Wholesaler
Investor
Connector
Other
If Other, please specify
Are you the Borrower?
*
Yes
No
If not the Borrower, Borrower's Full Name
How many deals have you successfully completed?
*
0
1 - 5
6 - 10
11+
What type of funding are you looking for?
*
EMD (30 days or less)
Double Closing
PML (More than 30 days)
Sponsorship
Do you have a signed Purchase and Sale Agreement?
*
Yes
No
Other
What is the Property Address for this Deal?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this in a Mutual Release State?
*
Yes. I can send over the signed Mutual Release form too.
No
I don't know
Name of the Title/Escrow company handling the transaction
*
Contact information for the Title/Escrow agent
*
First Name
Last Name
Phone Number for Title/Escrow agent
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email for Title/Escrow agent
*
example@example.com
Address of the Title/Escrow company handling this transaction
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What will the funds be used for?
*
Earnest Money Deposit (Max 30 days)
Down Payment (Max 30 days)
Transaction Costs
Pay for Arrears
Rehab Costs
Other
If Other, please specify
What type of investment Property is this for?
*
Single Family
Mult-family
Commercial
Other
If Other, please specify
How much do you need to borrow?
*
How much are you offering as a return to borrow the funds?
*
How long do you need the funds for?
*
Days or Months
When does it need to be funded?
*
-
Month
-
Day
Year
Date
How will the funds be secured and protected?
*
Promissory Note + Mortgage/Deed of Trust
Personal Guarantee
JV Agreement
LLC Operating Agreement
Insurance Policy Beneficiary
Trust Agreement
What is the Purchase Price?
*
What is the Current Value?
*
What is the After Repair Value? (ARV)
*
If money is still owed on current loan/property, how much is owed?
*
If Multi-Family, how many units?
What are your exit Strategies? (How will the funds be repaid?)
*
Wholesale
Fix and Flip
Buy and Hold
Lease Option
Wrap
Short/Mid Term Rental
Long Term Rental
Group Home
Sober Living
Co-Living
Other
If Other, please specify
Is there an Assignment Fee?
*
Is there a commission for the purchase/sale? (RE agents involved)
*
Will you need an End-Buyer for this Deal?
*
Yes, I need a buyer
No, I have a buyer already
I'm the buyer
How do you plan to pay our fees (the return)?
*
From my assigment fee
From my commission from purchase/sale
% of equity
Refinance
Fee invoice at or after settlement
Other
If Other, please specify
Would you consider a partnership on this deal? (% of ownership, cashflow, equity, and/or tax benefits)
*
Yes
No, not for this one
If Yes, please specify details
We require 5% of the amount borrowed as an upfront fee. You will send this to escrow before we send the funds. This covers any transaction fee we need to cover in case the deal cancels. Are you willing to pay that fee? This is NON-REFUNDABLE and WILL be credited towards the requested funds if the deal goes through.
*
Yes
No
We work with our Transaction Coordinators to handle all the paperwork. Are you willing to cover their cost?
*
Yes
No
Any additional details you want to provide for us to take into consideration?
Please upload the appropriate documents needed for consideration. (Signed & Dated Purchase Agreement, AB/BC Contracts, Operating Agreement (if buying as an LLC), Addendums, Comparables, Scope of Work, Contractor Bids, Driver's license, etc)
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If you have a Google Drive folder that holds everyhting, rather than uploading, please share to
jexisrealestate@gmail.com
Transaction Coordinator (TC): Paid by Borrower, typically $1,000-$1200, TC selection will be by the PML.
Connector Fee (if any) ranges depending on the deal
Late fees: Estimated $250 - $500/day (negotiable) following agreed upon funding period from closing date
PML funding may be distributed from escrow on a draw schedule to provide additional protection for the PML
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