RHM DCSR Lead Intake Form

DSCR Loan Referral 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.)Long Term Private or Hard Money LoansNo Debt
Notes or Additional Details
Upon submission of this form, Josh or someone else from the Defiance Capital Team will contact you to review this opportunity. Thank you.
Should be Empty:

DSCR Loan Referral Form

Borrower Details

Property Portfolio Overview

Subject Property Information

Rental Income/Rent Roll

Financial & Loan Details