PORTFOLIO APPLICATION

PORTFOLIO BLANKET LOAN APPLICATION
PERSONALINFORMATION
First / Last Name
Social Security
Date Of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Primary Address
Your Personal Residence
How Long At This Address
County
Phone
E-Mail
example@example.com
Citizen Status
USA Work Visa Number
Marital Status
Credit Score
Yearly Income
Total Cash on Hand to Close Loan
Have you filed for bankruptcy?
Date of discharge
Have you had a foreclosure or shortsale?
Date of foreclosure or short sale?
Are You Current On All Your Mortgage Accounts?
Are you using your pension fund to fund the loan? If So, please specify
Are you using Gap Funding ?
Purchase or Refinance
SUBJECT PROPERTY INFORMATION
Attach DATA SHEET for all properties in portfolio

INCLUDE PROPERTY TYPE/ PURCHASE PRICE/ PURCHASE DATE/ MORTGAGE BALANCE/ MONTHLY TAX & INSURANCE AND RENTAL INCOME FOR ALL PROPERTIES. FOR SHORT TERM RENTALS INCLUDE 3RD PARTY FINANCIAL STATEMENT.
Cancelof
USA EXPERIENCE (NOT OUTSIDE THE USA)
EXPERIENCE IN YOUR OWN ENTITY OR PERONAL NAME THAT WE CAN VERIFY.
# 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

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
If less than 100% ownership, please add all members--name, email address and % of ownership
Applicants Signature
Todays Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

PORTFOLIO BLANKET LOAN APPLICATION

PERSONALINFORMATION

SUBJECT PROPERTY INFORMATION

BUSINESS INFORMATION