New Construction - Intake Form
Borrower Info
Guarantor 1
Full Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
Phone Number
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 ground-up construction projects have you completed in the last 36 months?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many ground-up construction projects have you completed over your career?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many properties do you currently own?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
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
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?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many ground-up construction projects have you completed?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many ground-up construction projects have you completed?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many ground-up construction projects have you completed?
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
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?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
How many ground-up construction projects have you completed?
Please Select
None
1-3 Properties
4-7 Properties
8-10 Properties
10+ Properties
Estimated Net Worth
$
Estimated Liquidity
$
Property Information (if more than one property fill out property #2, etc.)
Property #1
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
*
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
Land Purchase Date
*
/
Month
/
Day
Year
Land Purchase Price
*
Amount of $ spent to date
*
Estimated Land Value
*
Estimated Total Construction Budget with Hard/Soft Cost
*
What are you developing with this loan?
*
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
*
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
*
ARV
*
Information on the GC (website or BIO)
*
Construction Timeline
*
Exit Strategy
*
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #2
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #3
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #4
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #5
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #6
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #7
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #8
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #9
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, what the strategy is, why you like this opportunity etc.)
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
Land Purchase Date
/
Month
/
Day
Year
Land Purchase Price
Amount of $ spent to date
Estimated Land Value
Estimated Total Construction Budget with Hard/Soft Cost
What are you developing with this loan?
Please Select
Horizontal
Vertical
Horizontal and Vertical
What is the status of the project?
Please Select
Shovel Ready
Waiting on Permits
Have not submitted Permits yet
What is the estimated timeline for starting construction?
ARV
Information on the GC (website or BIO)
Construction Timeline
Exit Strategy
Please Select
Refinance and Hold
Sell
TBD
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
Drag and drop files here
Choose a file
Cancel
of
PFS (Personal Financial Statement)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Construction Budget with Hard/Soft Cost Breakdown
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Breakdown of $ spent to date
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Proforma
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: