Student Application

Client Application
Please complete before scheduling our first call
Name

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What is your level of experience with real estate investing? Do not include wholesale

Novice: Never owned any investment real estate (do not include personal residence)Beginner: Less than 5 propertiesExperienced: More than 5 properties and less than 20 or only one strategyExpert: 20+ and have used multiple strategiesOther
Comments: Type a label
Other Transaction Experience (as a real estate agent, title company, mortgage broker, wholesaler, etc.) for others, that you did not own yourself.

Noneless than 20less than 50less than 100100's
Comments:
Education experience

Formal education, high school, college, etc.Professional degreeOnline real estate coursesCompleted investment training with another companyCompleted coaching program with another companyOther
Name of training program or company
Professional experience (check all that apply)

Real Estate Agent/Broker/AppraiserMortgage/Banking industryContractor/BuilderAttorney/Title companyInsuranceOther
Company currently working for
Money to invest (check all that apply)

NoneEquity, IRA or Private Money onlyI have some money, depending on the dealI own a bank (money is not a problem)I have strong partnersI'm open to 'creative financing' methods
How much time can you commit to education and taking action on investing?

less than 5 hours per weekless than 10 hours per weekfull time (up to 40 hours/week)No limit
Type of investing interest (check all that apply)

WholesalingBuy and Hold SFR and/or Multifamily and/or Airbnb (residential rentals)Flipping (buy, fix and sell)Commercial: large Multifamily, retail, storage, office, etc.Land developmentLendingBest ROI
How soon are you ready to start?

Today!This weekThis monthWithin the next few monthsThis yearOnce I take care of a few things or longer than a year
Comments or anything we may need to know that's not on this form before we meet.

Type a label
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Client Application

Please complete before scheduling our first call