Pre-Approval Request
Submitted By:
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Investor/Borrower
Broker
Real Estate Agent
Loan Officer
Other
How did you hear about us?
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Insert referral source, name of broker, or name of referee.
Borrower Information
Name
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First Name
Last Name
Email
*
example@example.com
Phone Number
*
By entering your telephone number, you are providing consent to receive automated telephone calls or text messages to the number provided. Consent is not a condition of purchase. Message and data rates may apply.
Format: (000) 000-0000.
Business or Personal Mailing Address
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Address, City, State & Zip
Street Address Line 2
City
State / Province
Postal / Zip Code
Estimated Credit Score
*
Entity Name
*
Enter "TBD" if not yet formed
Property Information
Subject Property Address
Address, City, State, & Zip Code
Street Address Line 2
City
State / Province
Postal / Zip Code
Purpose of Loan
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Purchase
Refinance (rate/term)
Refinance (cash-out)
HELOC (NY, NJ, PA only)
DSCR Closed 2nd (NY, NJ, PA only)
Property Type
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Condo
Single-Family
2-4 Unit Residential
5+ Residential Units
Portfolio (2+ properties)
Mixed-Use
Office
Other
Loan Type
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DSCR (Rental loan)
Fix and Flip (or Hold) Loan
Ground Up Construction Loan
Bridge Purchase or Refinance (No construction)
Purchase Price or Pre-Approval Amount Requested
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Liquidity (Cash on Hand)
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Do you have additional reserves? If so, how much?
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This includes savings accounts, stocks, 401K, etc.
How many rental properties do you own?
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Must be on named on the deed or HUD to count as experience. Certain exceptions for licensed GC's.
How many properties have you sold in the last 5 years?
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Must be on named on the deed or HUD to count as experience. Certain exceptions for licensed GC's.
Please provide any information regarding this submission.
This includes any property specific details, judgements, liens, background, general comments, etc.
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