Long Term Acquisition Financing - 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 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
$
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?
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?
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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)
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PFS (Personal Financial Statement)
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Historical Financials/T12 (if available)
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Proforma
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Choose a file
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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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
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, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Property #10
General Overview on the opportunity (any additional information you can share that will be valuable for us to know - how you found this opportunity, why the seller is selling, what the strategy is, 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
Short Term Rental
Closing Date
/
Month
/
Day
Year
Purchase Price
Estimated Current 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
Are all units leased?
Please Select
Yes
No
how many units have been leased?
Annual Taxes
Annual Insurance
Annual HOA fee (if applicable) if not applicable, enter '0' in the box
Management
Please Select
Self Management
Third Party
What is the annual property management fee?
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
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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