LOAN SCENARIO INTAKE FORM
Thank you for your interest in our loan programs. Please complete the form as thoroughly as possible. Providing accurate information upfront helps us review your request more efficiently. We look forward to reviewing your scenario.
Contact Information
Borrower's Name
*
First Name
Last Name
Borrower's Email
*
Borrower's Phone
*
If you are a broker or referral partner, please enter your contact information here.
First Name
Last Name
Email
Phone Number
Property Information
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Property Type
*
Please Select
Single Family Residence
Condo
2-4 Unit
Multifamily Apartment (5+ Units)
Rental Portfolio
Mixed-Use
Land
Office
Retail
Industrial
Automotive
Storage
Other
Transaction Details
What type of transaction is this?
*
Purchase
Refinance
Are you seeking a short or long-term loan?
*
Short-term (12-36 months)
Long-term (30 year amortization)
If short-term, are you requesting funds for a renovation, new construction, or not?
Construction
Renovation
No additional funds requested
Purchase-Specific Details
Skip this section if refinance
If a purchase, what is the purchase price?
$ amount
If a purchase, what is the contracted closing date?
-
Month
-
Day
Year
Date
Refinance-Specific Details
Skip this section if purchase
When was the property originally purchased?
-
Month
-
Day
Year
Date
What was the original purchase price?
$ amount
What is the current value?
$ amount
How much has been spent on property improvement since the purchase, if any?
Estimated total costs of any renovation, soft costs, horizontal improvement, construction, etc.
What is the current amount owed on the property, if any?
$ amount
Are you seeking cash out?
Yes
No
Project-Specific Details
Skip this section if no renovation or construction is being completed
What is the total budget?
$ amount
How many months to complete the project?
What is the expected completed value of the project?
$ amount
What is your planned exit strategy?
Sale
Refinance
Rental Property-Specific Details
Skip this section if you are requesting a short-term loan
What is the property's monthly income?
$ amount from all tenants per month, actual or projected if property is currently vacant
What are the annual taxes?
$ amount
What is the annual insurance cost?
$ amount
What is the annual HOA cost, if any?
S amount
Borrower Information
What is the name of the borrowing entity?
*
The LLC, Corp, Trust, etc that will be on title
How many investment properties do all members currently collectively own?
*
How many properties have the borrowers sold in the past 3 years?
*
Properties flipped or new builds completed and sold
What is the Guarantor's credit score?
*
The guarantor is the majority entity member who will personally sign for the loan
Is there anything unique or additional you would like us to know about the project or property?
Please upload any relevant documents you would like to share with us at this time.
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of
Consent
I hereby agree that the information given is true, accurate and complete as of the date of this submission. I authorize Money Financial Groupl to contact me by email or phone to discuss this property or project.
*
YES
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