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
Current estimated Property Value
Rehab Budget (if any)
ARV estimated Property Value
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 (provide additional relevant details of the project if not already provided on this form)
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: