Refinance - Intake Form
Borrower Info
Guarantor 1
Full Name
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Borrower Type
*
Please Select
U.S. Citizen
Foreign National
FICO Score - if none please insert the number 0
*
How many properties have you bought and sold overall?
*
Please Select
None
1
2
3
4
5
6
7
8
9
10+ Properties
How many properties have you bought and sold in the last 36 months?
*
Please Select
None
1
2
3
4
5
6
7
8
9
10+ Properties
How many properties do you currently own?
*
Estimated Net Worth
*
$
Estimated Liquidity
*
$
Entity Name (if available)
*
Guarantor 2
Full Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Borrower Type
Please Select
U.S. Citizen
Foreign National
FICO Score - if none please insert the number 0
How many properties have you bought and sold overall?
Please Select
None
1
2
3
4
5
6
7
8
9
10+ Properties
How many properties have you bought and sold in the last 36 months?
Please Select
None
1
2
3
4
5
6
7
8
9
10+ Properties
How many properties do you currently own?
Estimated Net Worth
$
Estimated Liquidity
$
Guarantor 3
Full Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Borrower Type
Please Select
U.S. Citizen
Foreign National
FICO Score - if none please insert the number 0
How many properties have you bought and sold overall?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many properties have you bought and sold in the last 36 months?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many properties do you currently own?
Estimated Net Worth
$
Estimated Liquidity
$
Property Information (if more than one property fill out property #2, etc.)
Property #1
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
*
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
*
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
*
Rehab work done to date
*
Estimated Property Value
*
Unit Count - How many bedrooms/bathrooms?
*
Rent Roll - How much rent are you getting for each unit?
*
Example: Unit 1 - $X, Unit 2 - $X
Unit Count - How many units are currently leased?
*
Annual Taxes
*
Annual Insurance
*
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
*
Annual Utilities Bill (water, electricity, etc.)
*
Management
*
Please Select
Self Management
Third Party
What is the annual property management fee?
*
What type of loan are you looking for?
*
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
*
Current Loan Information
Is there currently a loan on this property?
*
Please Select
Yes
No
Current Loan Amount
*
Current Interest Rate
*
Remaining Loan Term
*
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
REO Schedule (Real Estate Owned)
Browse Files
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Choose a file
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of
PFS (Personal Financial Statement)
Browse Files
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Choose a file
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of
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #2
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #3
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #4
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #5
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #6
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #7
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property Type
Please Select
Single Family
Duplex
Triplex
Quadplex
Multifamily 5+ Units
Condo/Apartment
Mixed Use
Commercial
Townhome
Short Term Rental
Date of Purchase
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Original Purchase Price
Rehab work done to date
Estimated Property Value
Unit Count - How many bedrooms/bathrooms?
Rent Roll - How much rent are you getting for each unit?
Example: Unit 1 - $X, Unit 2 - $X
How many units are currently leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Annual Utilities Bill (water, electricity, etc.)
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
What type of loan are you looking for?
Please Select
Cash Out
Just pay off mortgage and closing costs
Would like to see options for both
If you chose cash out, how much would you like?
Current Loan Information
Is there currently a loan on this property?
Please Select
Yes
No
Current Loan Amount
Current Interest Rate
Remaining Loan Term
Document Checklist: Please attach the following documents when sending in this intake form
All documents should be provided in either PDF or Excel format.
Historical Financials/T12 (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma (if available)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Rehab Budget/Scope of Work done to date (if applicable)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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