Please complete all applicable sections for most accurate terms:
# of Guarantors:
*
Title of Entity + Type:
*
If unknown or not yet established, enter as such
FICO (mid) Score:
*
Sponsor(s) Day Job:
Complete if relevant to the loan request or project
Liquidity:
*
Include assets for subject project plus anything you can disclose to strengthen the overall request
Experience*:
*
*Experience = # of exits in the last 36 months, with an exit defined as an investment property sale or refinance. For Ground Up New Construction Loans - Experience = # of new builds completed in the last 36 months.
Any note on experience to add?
Loan Type
*
Long Term (DSCR)
Bridge / Short Term - with Rehab
Bridge / Short Term - no Rehab
Business Funding - Non RE
Other
Property Type
*
Ex: SFR, Duplex, Mixed-Use, Commercial
Property Address
*
If unknown, please enter zip code of ideal investment location
Purchase Date:
*
Use contract date for purchase or original purchase date for refinance - estimate if official is unknown
Sq FT:
*
Gross Rent Roll:
*
HOA:
*
Taxes:
*
Insurance/Flood:
*
Purchase Price:
*
Use current value if refinance
LTV Needed:
*
ARV:
*
Reno Amount:
*
Rehab Time:
GC Required?
Est Current Value:
Lien Balance:
Any Mortgage Broker Comp?
Max 3% allowed
Goals:
Strategy:
Pain Points:
Timing:
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
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*
Direct / Sponsor / Borrower
Mortgage Broker or Consultant
Authorized Representative of Borrower
Other
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