Fix & Flip Initial Intake Form

1
Name* This field is required.Enter your full legal name as it appears on official documents. Ingrese su nombre legal completo tal como aparece en los documentos oficiales.
First Name
Last Name
2
Primary Residence Address* This field is required. Please provide the address where you currently reside, including your street, city, state, and postal code. Por favor, ingrese la dirección donde actualmente reside, incluyendo su calle, ciudad, estado, y código postal.
Street Address
Street Address Line 2
City
Please Select
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
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
3
Email* This field is required. Enter a valid email address that you actively use. This will be our primary method of communication. Ingrese una dirección de correo electrónico válida que use con regularidad. Este será nuestro principal medio de comunicación.
example@example.com
4
Phone Number* This field is required. Enter a valid phone number where you can be reached. Include the area code and ensure it is correct for communication purposes. Ingrese un número de teléfono válido donde podamos contactarlo. Incluya el código de área y asegúrese de que sea correcto para fines de comunicación.
Please enter a valid phone number.
5
Credit Score* This field is required.Credit Score: Enter your credit score (300–850) if known. If unsure, provide your best estimate. This helps us assess your financial profile Credito: Ingresa tu puntaje de crédito (300–850) si lo sabes. Si no estás seguro, proporciona tu mejor estimación. Esto nos ayuda a evaluar tu perfil financiero.
Estimated Credit Score
6
Residency Status* This field is required.Instruction: Please select the option that best describes your current residency or work authorization status. This information will help us identify the correct loan program you may qualify for. Instrucción: Por favor, seleccione la opción que mejor describa su estado de residencia o autorización de trabajo. Esta información nos ayudará a identificar el programa de préstamo adecuado para usted.
Please Select
Please Select
US Citizen
Permanent Resident
Work Permit
ITIN
Foreign National
Legal Status
7
Liquid Assets* This field is required.Cash, Checking, and Savings Balances Please enter the total amount of liquid assets that you can readily access. This includes cash, funds in checking and savings accounts, and any other immediately available funds. Por favor, ingrese el monto total de los fondos líquidos a los que puede acceder de inmediato. Esto incluye efectivo, dinero en cuentas de cheques y cuentas de ahorros, así como cualquier otro fondo disponible de forma inmediata.
Available Liquid Funds
8
Reserve Assets* This field is required.Instruction: Enter the total value of non-liquid assets, such as CDs, retirement accounts (401(k), IRA, pension), life insurance cash value, stocks, and cryptocurrency. Instrucción: Por favor, ingrese el monto total de sus activos no líquidos, como certificados de depósito (CDs), cuentas de jubilación (401(k), IRA, pensión), valor en efectivo de seguros de vida, acciones y criptomonedas.
Reserve Accounts
9
Have you ever filed for Bankruptcy* This field is required.Instruction: Indicate whether you have ever filed for bankruptcy. If yes, you may be required to provide additional details. Instrucción: Indique si alguna vez ha declarado bancarrota. Si la respuesta es sí, es posible que deba proporcionar detalles adicionales.
Yes
No
10
Have you previously had a foreclosure, Deed-in Lieu, or Short Sale?* This field is required.Instruction: Indicate whether you have previously experienced a foreclosure, deed-in-lieu, or short sale. If yes, you may be required to provide additional details. Instrucción: Indique si anteriormente ha tenido una ejecución hipotecaria, una escritura en lugar de ejecución o una venta corta. Si la respuesta es sí, es posible que deba proporcionar detalles adicionales.
Yes
No
11
Will the property be registered under a business entity?* This field is required.Please indicate whether the property will be registered under a business entity, such as an LLC, corporation, or partnership. If selecting "Yes," please provide the business/entity name. If it has not yet been created, enter "TBD. Por favor, indique si la propiedad será registrada bajo una entidad comercial, como una LLC, corporación o sociedad. Si selecciona "Sí", proporcione el nombre de la empresa o entidad. Si aún no ha sido creada, ingrese "TBD".
Yes
No
12
If yes, enter Business/Entity NameInstruction: Enter the full legal name of the business or entity under which the property will be registered. If the entity has not yet been created, enter "TBD." Instrucción: Ingrese el nombre legal completo de la empresa o entidad bajo la cual se registrará la propiedad. Si la entidad aún no ha sido creada, ingrese "TBD".
Business/Entity Name
13
Do you have experience as a Real Estate investor?* This field is required.Please indicate whether you have previous experience as a real estate investor, such as owning, managing, or flipping investment properties Por favor indique si tiene experiencia previa como inversionista inmobiliario, como poseer, administrar o remodelar propiedades de inversión.
Yes
No
14
How many Fix & Flip or Construction projects have you completed in the past 3 years?Indicate the total number of Fix & Flip or Construction projects you have completed in the past 3 years. If you have not completed any projects during this period, enter "0." Indique el número total de proyectos de Fix & Flip o Construcción que ha completado en los últimos 3 años. Si no ha completado ningún proyecto durante este período, ingrese "0."
Fix & Flip/GUC Experience
15
How many rental properties do you own or have you owned in the past 3 years?Indicate the total number of rental properties you currently own or have owned within the past 3 years. If you have not owned any rental properties during this period, enter "0." Indique el número total de propiedades de alquiler que posee actualmente o que ha poseído en los últimos 3 años. Si no ha poseído ninguna propiedad de alquiler durante este período, ingrese "0."
Rental Experience
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Please provide your Experience/Track Record if availableIf you have experience as a real estate investor, please provide a summary of your investment history. This may include details such as the number of properties purchased, types of properties (residential, commercial, fix-and-flip, rental), locations, years of experience, and any notable successes. If you do not have a formal track record, we can provide a format for you to complete. Si tiene experiencia como inversionista en bienes raíces, proporcione un resumen de su historial de inversiones. Incluya detalles como la cantidad de propiedades compradas, tipos de propiedades (residenciales, comerciales, remodelación y venta, alquiler), ubicaciones, años de experiencia y logros destacados. Si no cuenta con un historial formal, podemos proporcionarle un formato para completarlo
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17
Subject Property Address* This field is required.Please provide the address of the subject property, which is the property referenced in this application and is not your primary residence. Por favor, proporcione la dirección de la propiedad en cuestión, que es la propiedad mencionada en esta solicitud y no es su residencia principal.
Street Address
Street Address Line 2
City
Please Select
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
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
18
Property Type:* This field is required. Instruction: Select the type of property from the dropdown menu. Options may include single-family, multi-family, condominium, townhome, commercial, or other property types. Choose the option that best describes the property you are financing. Instrucción: Seleccione el tipo de propiedad en el menú desplegable. Las opciones pueden incluir vivienda unifamiliar, multifamiliar, condominio, casa adosada, comercial u otros tipos de propiedades. Elija la opción que mejor describa la propiedad que está financiando.
Please Select
Please Select
Single Family
Duplex
Triplex
Quadplex
Warrantable Condominium
Townhome
5+ Multifamily
Mixed Use
Commercial
19
Property Description* This field is required.Enter the total bedrooms, bathrooms, and livable square footage. For multi-unit properties (e.g., duplex, triplex), add rows as needed. Ingrese el total de habitaciones, baños y los pies cuadrados habitables. Para propiedades con múltiples unidades (por ejemplo, dúplex, tríplex), agregue filas según sea necesario.
20
Purchase Price* This field is required.Enter the property's purchase price, which is the exact amount agreed upon in the purchase contract or the expected price you plan to pay to acquire the property. Ingrese el precio de compra de la propiedad, que es el monto exacto acordado en el contrato de compra o el precio esperado que planea pagar para adquirir la propiedad.
Purchase Price
21
Estimated Closing DateInstruction: Enter the estimated closing date for the property transaction. If the date is not yet determined or not applicable, you may leave this field blank. Instrucción: Ingrese la fecha estimada de cierre de la transacción de la propiedad. Si la fecha aún no está determinada o no aplica, puede dejar este campo en blanco.
Desired Closing Date
Month
Day
Year
22
Rehab Budget* This field is required.Instruction: Enter the total estimated budget for renovations and repairs. This should include all costs related to labor, materials, permits, and any other expenses required to complete the project. Instrucción: Ingrese el presupuesto total estimado para renovaciones y reparaciones. Esto debe incluir todos los costos relacionados con mano de obra, materiales, permisos y cualquier otro gasto necesario para completar el proyecto.
Rehab Budget
23
Please provide your SOW/Rehab Budget if availableUpload the Scope of Work / Rehab Budget document if available. This should outline the planned renovations, estimated costs, and project timeline. If you do not have this document ready, you may submit it later. If needed, we can provide a template for you to complete. Cargue el documento de (Desglose de Reparaciones/ Presupuesto de Renovación) si está disponible. Este debe detallar las renovaciones planificadas, los costos estimados y el cronograma del proyecto. Si no tiene este documento listo, puede enviarlo más tarde. Si lo necesita, podemos proporcionarle una plantilla para completarlo.
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Scope of Work/Rehab Budget
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After Repair Value:* This field is required.Instruction: Enter the After-Repair Value (ARV) of the property. This is the estimated market value of the property after all planned renovations and improvements have been completed. Instrucción: Ingrese el Valor Después de la Reparación (ARV) de la propiedad. Este es el valor de mercado estimado de la propiedad después de completar todas las renovaciones y mejoras planificadas.
ARV
25
Exit Strategy:* This field is required.Instruction: Select your planned exit strategy for this investment. The available options are: Sell – You plan to sell the property after renovations (Fix & Flip). Refinance – You plan to refinance and hold the property as a rental. Instrucción: Seleccione su estrategia de salida planificada para esta inversión. Las opciones disponibles son: Vender – Planea vender la propiedad después de las renovaciones (Fix & Flip). Refinanciar – Planea refinanciar y mantener la propiedad como alquiler.
Sell
Refinance
26
Additional Information:Instruction: Provide any additional information relevant to your application. This may include details not covered in previous fields or any special considerations. If you have nothing to add, you may leave this field blank. Instrucción: Proporcione cualquier información adicional relevante para su solicitud. Esto puede incluir detalles no cubiertos en los campos anteriores o consideraciones especiales. Si no tiene nada que agregar, puede dejar este campo en blanco.
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Please verify that you are human* This field is required.
Should be Empty: