UnCapco Information Intake Form
Choose Your Customer Type
Borrower
Broker / Referral
Who Are You Working With at UnCapco?
Please Select
NONE
Jonathan Surak
Sergio Navarrete
Russell Harris
Malcolm Brown
Maurice Harley
Dylan Lamp
Nick Harbin
Matt Staver
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Your Information
Full Name
First Name
Last Name
Email
Phone Number
Format: (000) 000-0000.
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Application Type
What Would You Like to Share Today?
Client AND Property Info
Property Info
Client Info
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Guarantor Information
Ensure that information is provided for all individuals who will be signing the loan documents
How Many Guarantors will be On the Loan?
Please Select
1
2
3
4
Primary Guarantor Name
Primary Guarantor FICO Score
Primary Guarantor Citizenship
Please Select
U.S. Citizen
Permanent Resident
Foreign National
Guarantor 2 Name
Guarantor 2 FICO Score
Guarantor 2 Citizenship
Please Select
U.S. Citizen
Permanent Resident
Foreign National
Guarantor 3 Name
Guarantor 3 FICO Score
Guarantor 3 Citizenship
Please Select
U.S. Citizen
Permanent Resident
Foreign National
Guarantor 4 Name
Guarantor 4 FICO Score
Guarantor 4 Citizenship
Please Select
U.S. Citizen
Permanent Resident
Foreign National
Liquidity
Include TOTAL amounts between ALL guarantors
Total Cash Available
Amount in Stock Brokerage or Retirement Accounts
Experience
Include TOTAL amounts between ALL guarantors
# of Rehab Projects Sold in Last 3 Years?
# of New Construction Projects Sold in Last 3 Years?
# of Rentals Currently Under Management?
# of Active Projects?
Total Completed Project Experience
Do you Have a General Contracting (GC) License?
Yes
No
# of Renovations Completed for Clients?
# of New Build Completed for Clients?
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Borrower Information
Entity Type
Limited Liability Company (LLC)
Corporation
Limited Partnership (LP)
Sole Proprietor - Signing as an Individual
Do You Have the Entity Set Up Yet?
Yes
No
Entity Name
Entity Sate of Registration
Are There Any Members of the Entity who are not Included as Guarantors Listed Above?
Yes
No
How Many?
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Subject Property
Property Type
Please Select
Single Family
Multi Family
Condo
Townhome
PUD
Mixed-Use
Vacant Land
# of Units
Please Select
1
2
3
4
5+
Unit Count
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location Description (ONLY IF ADDRESS IS NOT AVAILABLE)
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Transaction Type
Transaction Type
Please Select
Purchase
Delayed Purchase
Refinance
Purchase Price
Original Purchase Date
-
Month
-
Day
Year
Original Purchase Price
Estimated Value Today
Is There a Payoff?
Yes
No
Payoff Amount
Payoff Lender Name
Looking for Cash Out?
Yes
No
Costs Spent To Date
Amount ($)
do NOT include funds needed to purchase property
Type of Expense
Soft Costs
Lot/Land Development
Hard/Direct Costs
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Requested Closing Date
Closing Date Requested
-
Month
-
Day
Year
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Loan Program Requested
Select:
Rehab Financing
Bridge Loan
New Construction Loan
Rental Loan
Rehab Financing
Rehab Type
Light Cosmetic Rehab
Major Rehab
Major Rehab with Structural Changes or Additions to Square Footage
Rehab Budget
As-Completed Value (ARV)
Exit Strategy
Sell
Rent
Bridge Loan
Which best describes your scenario?
Acquire property with a bridge loan and self fund renovation
Can't qualify for permanent financing due to DSCR restraints
Need more time to stabilize cash flows post renovation to either sell or refinance
Bridge loan is maturing and the property hasn't sold yet
None of these
If "None of These", please explain your scenario in more detail
Is the Property Leased or Vacant?
Leased
Vacant
Leasing Strategy
Please Select
Long Term Lease (12+ Months)
Short Term Lease (AirBnb)
Mid Term Lease (1-6 Month Terms)
Monthly Rent?
Exit Strategy
Sell
Refi and Rent
New Construction Loan
Is Project Entitled / Permitted for Construction?
Please Select
Yes
No
Construction Budget
Estimated Time to Complete
in months
As-Completed Value (ARV)
Rental Loan
Leasing Strategy
Please Select
Long Term Lease (12+ Months)
Short Term Lease (AirBnb)
Mid Term Lease (1-6 Month Terms)
Income Summary
Unit 1 Occupancy
Please Select
Tenant Occupied
Vacant
Unit 1 Monthly Rent
Unit 1 Market Rent
Unit 2 Occupancy
Please Select
Tenant Occupied
Vacant
Unit 2 Monthly Rent
Unit 2 Market Rent
Unit 3 Occupancy
Please Select
Tenant Occupied
Vacant
Unit 3 Monthly Rent
Unit 3 Market Rent
Unit 4 Occupancy
Please Select
Tenant Occupied
Vacant
Unit 4 Monthly Rent
Unit 4 Market Rent
Gross Income @ Full Occupancy
# Vacant Units
Current Net Income
Expense Summary
Annual Property Tax
Annual Insurance Bill
Annual HOA
if applicable
Annual Flood Insurance
if applicable
Other Expenses
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Is there any additional information we should be aware of?
Please upload supporting documentation
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