Clone of Loan Scenario Intake Form

LOAN SCENARIO INTAKE FORM

Thank you for your interest in our loan programs. Please complete the form as thoroughly as possible and skip sections that are not applicable. Providing accurate information upfront helps us review your request more efficiently. We look forward to reviewing your scenario.
Contact Information
Borrower's Name

First NameLast Name
Borrower's Email
Borrower's Phone
Format: (000) 000-0000.
If you are a broker or referral partner, please enter your contact information here.

First NameLast Name
Email
Phone Number
Format: (000) 000-0000.
Property Information
Address

Street Address

Street Address Line 2

CityState

Zip Code
Property Type
Transaction Details
What type of transaction is this?
Are you seeking a short or long-term loan?
If short-term, are you requesting funds for a renovation, new construction, or not?
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?

MonthDayYear
Date
Refinance-Specific Details

Skip this section if purchase
When was the property originally purchased?

MonthDayYear
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?
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?
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.

We will request further specific documentation after reviewing your submission.
Cancelof
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.
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LOAN SCENARIO INTAKE FORM

Contact Information

Property Information

Transaction Details

Purchase-Specific Details

Refinance-Specific Details

Project-Specific Details

Rental Property-Specific Details

Borrower Information

Consent