REFINANCE APPLICATION
DSCR OR NON-DSCR RATE & TERM OR CASHOUT
PERSONAL INFORMATION
First / Last Name
Social Security #
Date Of Birth
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Primary Address
Your Personal Residence
Please Select
Own
Rent
Live with Relatives
How Long At This Address
County
Phone
E-Mail
example@example.com
Citizen Status
Please Select
US Citizen
Permanent Resident
Visa Holder
Non-US Resident
USA Work Visa Number
Marital Status
Please Select
Married
Single
Separated
Divorced
Credit Score
Yearly Income ($)
Total Cash On Hand to Close Loan
Have you filed for bankruptcy?
Please Select
Yes
No
Date of discharge
Have you had a foreclosure or shortsale?
Please Select
Yes
No
Date of foreclosure or short sale?
Are You Current On All Your Mortgage Accounts?
Please Select
Yes
No
Are you using your pension fund to fund the loan? Is so, please specify
SUBJECT PROPERTY INFORMATION
Property Address
Type of Property
Please Select
Single Family Home
2-4 Units
5+ Units
Warrantable Condo
Non-Warrantable Condo
Townhouse
Mixed Use
Total Number of Units
If the Property is Mixed Use, What Percentage of the Property is Residential?
Type of Rental
Please Select
LongTerm Rental Leased
LongTerm Rental Vacant
ShortTerm Rental Leased
ShortTerm Rental Vacant
Type of Refinance
Please Select
Rate & Term
Cashout
Refinance Rehab
Delayed Purchase
Loan Amount
Purchase Price
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Mortgage Balance
When Does The Loan Mature?
Current Interest Rate
Current Lender
Cost of Rehab Completed
Cost of Rehab Still Needed
If You Rehabbed The Property, Attach Scope Of Work
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Yearly Taxes
Yearly Insurance
Current Value
Monthly Rent by Unit
How did you determine the current value? If comp 's, please provide the addresses for the comparable properties to support the valuation
If using as a short-term rental. Please attach a year to date 3rd party (Airbnb, VRBO/HomeAway) financial statements
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# Fix N Flips in Last 36 Months
# Fix n Holds in Last 36 Months
# Fix & Flip of 5+ Units In the Last 36 Months
# Fix & Hold of 5+ Units In the Last 36 Months
# of Fix & Flip Mixed Use Properties In the Last 36 Months
# of Fix & Hold Mixed Use Properties In the Last 36 Months
# of Rentals Currently Own
BUSINESS INFORMATION
Company Name
EIN #
State of INC
% of Ownership
Date of Incorporation
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
If less than 100% ownership, please add all members--name, email address and % of ownership
Applicants Signature
Todays Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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