Investing Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Do you already have an LLC/INC and business bank account?
*
Please Select
Yes
No
What are your primary investment goals?
*
Please Select
Long-term growth
Short-term growth
Passive Income
Diversification
What type of real estate investments are you interested in?
*
Please Select
Residential (single family homes, condos)
Multi-Family
Commercial
Land
What is your approximate investable capital?
*
What is your credit score?
*
How would you rate your experience in real estate investing?
Please Select
Beginner
Intermediate
Advanced
What is your preferred investment timeline?
*
What are your preferred locations/ zipcodes?
*
How do you plan to finance your real estate investments?
*
Please Select
Cash
Traditional Mortgage
Hard money lender
Private lender
Do you have any additional comments or questions?
Submit
Should be Empty: