Real Estate Intake Form

Real Estate Intake Form

Investor and Commercial Real Estate Financing
Purpose of loan

RefinancePurchasePurchase & Rehab
What is this property being sold for? (Only needed if you are purchasing)
What is the value of the property being purchased or refinanced
What is the loan amount being requested (Only needed if Refinancing)
Current Monthly Rent(s) (if applicable)
What is the yearly property insurance? (Only needed if Refinancing)
What is the yearly property taxes? (Needed for Purchase and Refinance)
Borrower

First NameLast Name
DOB (optional)
Credit Score
Best phone number to reach you
Best Email Address
Co-Borrower

First NameLast Name
Property Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Property Type

Fix and FlipSingle Family Rental2 to 4 UnitsCondoCondotelMulti-Family (5-29 Units)RetailMixed UueOffice BuildingWarehouseStorage FacilityOther
If Other, give property type
Rehab Cost (if applicable)
After Rehab Value of this property? (if rehab work is to be done)
Total number of projects renovated in the past 3 years (on title) (if Applicable)
Total number of rental properties owned (on title)
Will property be held as an individual or entity?

IndividualEntity
If Entity, give name of (ACTIVE) entity
Percentage of ownership in this entity
Is this property held in a land trust?
Please provide reason for the loan. For example, I will use the loan for purchase and rehab.... (Optional)
Be specific
Borrower's Primary Residence (Optional)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Employer's Name (if applicable)
Employer's Address (if applicable)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Additional information
Should be Empty: