RHM DCSR Lead Intake Form

Lead Intake Form
How did you learn about this opportunity?*
Borrower Details
Full Name*

First NameLast Name
Company Name*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Approx. Credit Score*
If your credit is below 680, are you open to credit coaching?*

YesNo
Property Portfolio Overview
Do you currently own any investment/rental properties?*

YesNo
How many total rental properties do you currently own?*
How many properties are you looking to refinance at this time?*
Subject Property Information

Property to be used for this mortgage/loan
Property Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Type of Property*
Is the property currently rented?*

YesNo
Number of units in this property
Rental Income/Rent Roll

Please enter rent information for all units in this property.
Total Monthly Rent from All Units*
Are these rents based on...*

Signed leasesMarket rent estimateShort-term rental income (Airbnb/Vrbo)
Financial & Loan Details
Estimated Property Value*
Estimated Remaining Loan Balance*
Annual Property Taxes*
Do you have Annual Hazard Insurance?*

YesNo
Desired Loan Amount*
Closing Date*

MonthDayYear
Date
Your Goal With This Loan*

Least out of pocket as possibleLow pointsLower rateLonger term/no extensionsOther
How have you financed rentals in the past?*

Community BankDSCR LoansTraditional Mortgage Loans (FHA, VA, etc.)Loan Term Private or Hard Money LoansNo Debt
Notes or Additional Details
Should be Empty:

Lead Intake Form