Loan Intake Form

Property Information I
Address*
Include City, State and Zip
Property Type*
Transaction Type*

PurchaseRefinance
Loan Type*
As Is Value*
Purchase Price
Renovation/Construction Budget Spent
If no work has been completed yet, leave blank.
Renovation/Construction Budget Remaining
If there are no future plans to renovate or build, leave blank.
After Repair Value
Only answer if there are plans to renovate or build.
Monthly Rental Income
Annual Insurance
Annual Taxes
**IF LOAN IS A REFINANCE
Payoff Amount
Original Purchase Price
Date of Purchase

MonthDayYear
Date
How much rehab (if any) has been completed to date?
Current Loan Maturity Date

MonthDayYear
Date
Borrower Information II
Number of Career Deals (You or your LLC must have been on title)*
How Many Rehab or Construction Projects Completed in the Last 3 Years (Must be on title)*
Number of Rental Properties you currently own (Must be on title)*
FICO Score*
Exit Strategy? How will the borrower pay off the loan?*
Entity Name (LLC, INC, CORP, etc.)*
Guarantor First Name*
Ex: John
Guarantor Last Name*
Ex: Smith
Email Address*
example@example.com
Phone Number*
Broker Name (if applicable)
Liquidity/Assets Available*
Example: $50,000
The Estimated Closing Date Is*

MonthDayYear
Date
Loan Summary: A Paragraph Explaining the Deal
Should be Empty:

Property Information I