DEAL INTAKE FORM
SFH / Residential Multifamily 2-4 Units
STEP 1: YOUR INFORMATION
Name
First Name
Last Name
Email
Phone Number
-
Area Code
Phone Number
STEP 2: PROPERTY SUMMARY
On Market or Off Market Deal
On Market
Off Market
Property Type
Please Select
Single-Family Home
Two-Family Home / Duplex
Three-Family Home / Triplex
Four-Family Home / Quadplex
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
Estimated ARV
Property Sale Price
Living Space-Square Footage
Lot Size-Square Footage
Year Built
Bedrooms
Please Select
1
2
3
4
5
6
7
8
9
10
Other
Bathrooms
Please Select
1
1.5
2
2.5
3
3.5
4
4.5
5
5.5
6
6.5
7
Other
STEP 3: DEAL FUNDING TERMS
How Is Your Deal Funded?
Cash (Own Capital)
Private Money Lender
Hard Money Lender
DSCR Lender
Private Money Partner
Enter Private Money Lender (PML) Terms Here >>
Is This An Interest Only Payment to PML?
Yes
No
PML - Balloon Term
PML - Amortization Schedule Term (yrs.) PML
*If applicable
PML - Interest Rate
*If applicable
Is there a deferred payment period to the PML?
Yes
No
PML - Number of Months Payments are Deferred?
*If applicable
Enter Private Money Partner (PMP) Terms Here >>
Enter Cash Flow & Ownership %
Cash Flow %
Ownership %
Buyer/You
PMP
Enter Hard Money Lender (HML) Terms Here >>
HML - Upfront Points (%)
*(One Point = 1% of the Loan Amount)
Is This An Interest Only Payment to HML?
Yes
No
HML - Balloon Term
HML - Amortization Schedule Term (yrs.)
HML - Interest Rate
Is there a deferred payment period to the HML?
Yes
No
HML - Number of Months Payments are Deferred?
*If applicable
STEP 4: REQUIRED PROPERTY EXPENSES
Property Taxes
Property Insurance
HOA Fee (If applicable)
Enter any HOA Restrictions if needed.
*HOA Rules Impact Your Options! (Example: If minimum stay is 90+ days, short-term rentals are NOT allowed.) Check HOA Bylaws carefully.
Additional Required Property Expenses (If applicable)
*Example: Solar Payments
STEP 5: ACQUISITION & FINANCING
Acquisition Type
Please Select
SUBJECT TO
SELLER FINANCE
HYBRID (Seller Finance & Subto)
CASH
Enter First Subto Loan Details Here >>
Existing Loan Type - First Subto Loan
Please Select
FHA
Conventional
VA
Other
Interest Rate - First Subto Loan
Mortgage Term (Yrs.) - First Subto Loan
Current Loan Balance - First Subto Loan
Original Loan Amount - First Subto Loan
Private Mortgage Insurance (PMI or MI) - First Subto Loan
(If applicable) Enter Second Subto Loan Details Here >>
Existing Loan Type - Second Subto Loan
Please Select
FHA
Conventional
VA
USDA
Other
Interest Rate - Second Subto Loan
Mortgage Term (Yrs.) - Second Subto Loan
Current Loan Balance - Second Subto Loan
Original Loan Amount - Second Subto Loan
Private Mortgage Insurance (PMI or MI) - Second Subto Loan
Enter Seller Finance Loan Terms Here >>
Loan Amount (Equity) - Seller Finance
Balloon Term (Yrs.) - Seller Finance
Is there a Fixed Monthly Payment vs Principle & Interest calculation? - Seller Finance
Yes
No
If yes to above what is the fixed amount? - Seller Finance
*"Fixed Payments" Indicates a set amount agreed upon by both you and the seller without Principle & Interest calculation.
Is this an Interest Only Payment? - Seller Finance
Yes
No
Interest Rate - Seller Finance
Amortization Schedule Term (Yrs.) - Seller Finance
Is there a deferred payment period to the Seller?
Yes
No
Number of Months Payments are Deferred? - Seller Finance
STEP 6: ENTRY FEE BREAKDOWN
Down Payment To Seller
Total Arrears & Liens (If applicable)
Real Estate Agent Commission %
Transaction Coordinator (TC) Fee
Closing Cost %
Renovation & Furnishing
Assignment Fee
Holding Period (Months)
Please Select
No Holding Period (Not recommended)
1 month
2 months (Recommended Minimum)
3 months
4 months
5 months
6 months
7 months
8 months
9 months
10 months
11 months
12 months
13 months
14 months
15 months
16 months
17 months
18 months
19 months
20 months
21 months
22 months
23 months
24 months
Other
Additional Considerations
STEP 7: RENTAL REVENUE & COST ASSUMPTIONS
Total Monthly Rents
*Enter Market Rents VS Proforma Rents
Are you Responsible for any Variable Property Expenses?
Yes
No
Enter Variable Property Expenses Here >>
Water Bill
Sewer Bill
Landscaping
Common Electric
Common Electric pertains to the outside lighting and interior common areas of the property.
Trash Removal
Other Utilities
Additional Item
STEP 8: INVESTMENT OPERATING EXPENSES
What is your ideal Exit Strategy?
Please Select
LTR
MTR
STR
Padsplit
Fix & Flip
Wrap
Wholesale
Lease Option
Property Management Fee
*Make adjustment based on your Exit Strategy.
Vacancy
*Make adjustment based on your Exit Strategy.
Maintenance/Capex Reserves
*Make adjustment based on your Exit Strategy. Example: LTR = 5% Maintenance + 5% Capex = 10%
Additional CAPEX Reserves
Allocated funds for Major Repairs. NOT for minor maintenance.
Platform Fee (If applicable)
If applicable. Used for MTR/ Pad Split and STR exit strategies. (Airbnb, Padsplit, Vrbo, Furnish finder, etc)
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FINAL STEP
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Acknowledgment of Disclaimer
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