SCOPE OF WORK
Please include any pertinent documentation with your submission - plans, permits, renderings, sketches, etc.
Date of Submission:
*
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Month
/
Day
Year
Date
Full Legal Name of Guarantor
*
First Name
Last Name
Who Is Your Loan Officer?
*
Please Select
Not Assigned / Unsure
Alejandro Gonzalez
Ali Arfa
Andre Bishop Hall
Angel Rafferty
Charles Green JR
Daniel O'Brien
Daniella Rivas
Eric Jon Simmons
Greg Choinski
Gregory Smalley
Helen Woizeschke
James Crigler
Jessica Leverock
JohnPunch
Julia Mullins
Katrene Krikor
LaRelle Woodall
Latasha Augustine
Maksim Kapustin
Maksim Kapustsin
Matthew Lawrence
Melvin Green
Michelle Tickle
Nicholas Remi
Paul Sabella
Peter Franklin
Richard Nguyen
Russell Cunha
Russell Ngo
Steve Lawrence
Steven Lee
Surujini Acosta
Torin Francis
Select the advisor you are working with on this project.
Select your role in this project
*
Please Select
New Investor
Returning Investor
Mortgage Broker
Loan Officer
Real Estate Broker
Realtor
TrustBridge Capital Loan Officer
Who are you in relation to this project?
Guarantor’s Email Address
*
example@example.com
Guarantor’s Phone Number
*
Subject Property Information
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Narrative Scope of Work
Important Note: A detailed and accurate scope of work is essential for determining a reliable After-Repair Value (ARV). Incomplete or vague descriptions may result in delays or undervalued assessments. Please be as specific as possible.
How long will the project take (in months) to complete?
Subject Property Type:
Please Select
Single-Family
Multifamily (2-4 Units)
Multifamily (5+ Units)
Commercial
Industrial
Land
Condo
Mixed-Use
Other
N/A
Will the project require permits?
Please Select
No
Yes - I have permits in hand
Yes – Have not submitted for permits yet
Yes – Submitted but not approved yet
If permits have not been issued, how long will it take to secure?
Will you be adding square footage to this property?
Please Select
YES
NO
How do you plan to expand the square footage?
Please Select
Building Up
Building Out
Finishing Attic/Basement
Will you require a variance?
Please Select
No
Yes - It has been granted.
Yes – Have not submitted for approval.
Yes – Submitted but not granted yet.
If variance has not been issued, how long will it take to secure?
Is this project Mid-Swing?
Please Select
YES, it is winterized (wrapped)
YES, it is not winterized (wrapped)
NO
Please include any pertinent documentation with your submission - pictures, plans, permits, renderings, sketches, etc.
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*If you answered yes to any of the above questions, the project should include a contingency of 5% or $1,000.00 (whichever greater).
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If project is Mid-Swing, please provide a detailed explanation. (why, completed, remaining, total budget, used budget, unused budget, lender, rate, term, etc.)
Please provide details of any above-ground structures associated with the project, specifying the current and rehabbed conditions:
Original Stucture
Mid-Swing Structure
Current Structure
Rehabbed Structrure
Sq Ft (GLA)
Property Type
# of Living Rooms
# of Bedrooms
# of Bathrooms
# of Units
Provide details of any below-ground structures (e.g., basements) associated with the project, specifying the current and post-rehabilitation conditions.
Original Stucture
Mid-Swing Structure
Current Structure
Rehabbed Structrure
Sq Ft (GLA)
Property Type
# of Living Rooms
# of Bedrooms
# of Bathrooms
# of Units
Please provide a detailed description of the project, including the scope, goals, and key activities involved.
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Please complete the section below with accurate and detailed information.
Include materials, finishes, costs, and any required permits. Clear input ensures faster review and smoother funding.
Important Note: The more detailed your construction breakdown, the more accurate your project evaluation will be. Please include specific materials, finishes, quantities, labor and material costs, any required permits, and structural work (e.g., footings, foundation repairs). Incomplete information may delay underwriting or result in inaccurate budgeting.
Description of Work
Name Brand
Labor Cost ($)
Material Cost ($)
Miscellaneous
Quality
Total Budget
Architectural Plans
Permits
Demolition
Foundation / Structural
Dumpsters
Framing
Roofing/Gutters
Exterior/Siding
Windows
Garage/Driveway
Masonry
Water/Sewer/Septic
Exterior Doors
Interior Doors
Trim
Sheetrock/Drywall/Insulation
Plumbing
Electrical
HVAC
Exterior Paint
Interior Paint 1st Floor
Interior Paint 2nd Floor
Flooring 1st Floor
Flooring 2nd Floor
Kitchen Cabinets
Kitchen - Countertops
Kitchen - Flooring
Kitchen - Appliances
Bathroom - Vanities
Bathroom - Flooring
Bathroom - Accessories
Lighting Fixtures/Finishes
Porch
Landscaping - Front Yard
Landscaping - Backyard
Hardscape
Swimming Pool/Spa
Fencing
Basement
Attic
Accesory Dwelling Unit
Final Clean Up
Soft Cost - Construction (not permits)
Miscellaneous
Miscellaneous
Miscellaneous
Miscellaneous
Miscellaneous
TOTAL BUDGET
Kindly upload any relevant documents for this project, including but not limited to the Scope of Work (SOW), Draw Schedule, Approved Plans, Permits, Budgets, Proformas, or any other pertinent materials.
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