Root Of Lyfe Holdings — Loan Intake Application

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Image Field
2
Enter your full legal name
First Name
Last Name
3
Enter your best email for funding updates* This field is required.
Example@rootholdings.com
4
Mobile or business number
Please enter a valid phone number.
5
Primary Bank / Financial InstitutionEnter the name of the bank you primarily use for business or personal accounts
Example: Wells Fargo, Bank of America, Chase, Credit Union, etc.
6
Company / LLC NameRegistered entity name (if applicable)
Enter your company or LLC (if applicable)
7
Start Funds - Quick Guide
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Your Credit Score620 - 680+
Estimated score
9
Loan RequestedBusiness & Real Estate Loan Request?
How much are you seeking?
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Program TypeBusiness Loan / Real Estate Loan / Startup Loan / Equipment Financing / Line of Credit
Please Select
Please Select
Business Loan
Real Estate Loan
Startup Loan
Equipment Financing
Line of Credit
11
Do you currently have a property under contract?If Yes, add a conditional branch to show upload fields (below).
YESNO
12
Does the Borrower Live in the home?
YESNO
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What type of program are you applying for? (Dropdown)
Please Select
Please Select
Fix & Flip
Buy & Hold
DSCR Loan
SBA / Business Loan
Bridge Loan
Construction Loan
Commercial Real Estate
Seller Carry / Creative Finance
14
State of PropertyEnter FL, TX, C state
Enter the state
15
Occupancy StatusVacant / Occupied by Tenant
Please Select
Please Select
Vacant
Occupied by Tenant
Owner-Occupied
Vacant / Occupied by Tenant / Owner-Occupied)
16
UnitsHow many units
How many units in the home
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Purchase Price ($)Asking price on home
Enter purchase price
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Rehab / Renovation Budget ($)Rehab costs
Estimated rehab costs
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After Repair Value (ARV $)Projected ARV
Estimated rehab costs
20
Assessed value (If available)Loan Left on the home
If known
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Annual Taxes Property tax every year
Property tax amount
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Annual InsuranceInsurance estimate on your home
Insurance estimate
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Annual HOA Dues
Enter if applicable
24
Borrower Year's Of Experience Borrower Experience in the last 2 years in fixing and flipping or purchase to hold, where name is reflected on HUD closing paperwork.: (2 years)
years flipping properties
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Terms in Months
Desired term
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Liquid Capital for Cash to CloseLiquidated funds
Available liquid funds
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Guarantor
YESNO
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Guarantor’s Credit Score
29
Guarantor’s Experience
Years in RE investments
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Exit PlanResale (On) or (Off) Market
Refinance, Flip, Hold, etc.
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Are you open to signing a Broker Agreement?
YESNO
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### Broker Terms

By proceeding with this application, you acknowledge that Root Of Lyfe Holdings may serve as a **broker/intermediary** in the funding process.

📌 **Broker Fee:** A standard broker fee of **$700** will be applied for services related to securing financing through our network.

📌 **Purpose:** This fee covers deal packaging, lender communications, underwriting preparation, and access to exclusive funding programs.

📌 **Transparency:** If you decide not to move forward with Root Of Lyfe as broker, you may proceed directly with one of our lending partners.

✅ By continuing, you agree to these terms and understand that Root Of Lyfe Holdings is committed to securing the best available funding for your situation.
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Upload PSA (Purchase & Sale Agreement)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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34
Upload Proof of Funds / Bank Statements
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Upload Credit Report (if available)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Upload PDF Doc & Files (if available)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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