REAL ESTATE INVESTMENT LOAN APPLICATION
PRE-QUALIFY IN-TAKE FORM
Borrower Information
Full Name
*
First Name
Last Name
Business Name (if applicable)
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Current Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you the buyer or a broker / representative?
*
Buyer
Broker
Other
Residency / Legal Status
U.S. Citizen
Permanent Resident (Green Card Holder)
Legal Resident (Visa / Other)
Other (please specify)
Back
Next
Property Information
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Type of Property
Please Select
Residential 1 - 4 units
Multifamily
Commercial
Mixed-use
Other (explain)
Occupancy Status
Please Select
Vacant
Tenant-Occupied
Owner-Occupied
Other (explain)
Purchase Price
Estimated Property Value
Rehab Budget (if any)
Back
Next
Financing Details
Loan Amount Requested
Down Payment
Source of Down Payment
Purpose of Loan
Purchase
Purchase + Rehab
Refinance
Cash-Out
Other (explain)
Do you have a signed Purchase Agreement?
Yes
No
If Yes: Upload a signed Purchase Agreement
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Borrower Background
Estimated Credit Score
Please Select
Exceptional (800 - 850)
Very Good (740 - 799)
Good (670 - 739)
Fair (580 - 669)
Poor (300 - 579)
Experience with similar projects?
Yes
No
If Yes: Briefly describe your past real estate investment experience
Back
Next
Supporting Documents
Additional supporting documents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Your Tri-Merge Credit Report (link to download can be found on website)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Recent Bank Statements (last up to 6 months)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Additional Notes
Additional Notes or Comments
Other documents to share related to this request
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Borrower1
*
Borrower2
Submit
Submit
Should be Empty: