Step 1 of 46 0% Are you a borrower, referral partner, mortgage broker, lender, realtor, CPA or attorney? Borrower Referral partner Financial professional Mortgage broker Attorney CPA Real estate broker Your name? Name of Borrower's LLC or Corporation? % borrower's ownership of LLC or Corporation? Borrower's name? Your best email address? Your cell phone number? Referred by? Brief loan request description: Cash-out, refinance,purchase, rehab or construction? Refi Cash-out Refinance Purchase Rehab Construction Number of properties to be purchased, refinanced and/or cashed-out? One 2 to 5 6 to 10 11 to 20 21+ Property type Single Family Investment home Duplex (2 units) Tri-plex (3 units) Quad (4 units) Residential (5 to 9 units) Multifamily (9 to 25 units) Multifamily(25+ units) Mixed-use (80%+ residential) Mixed-use (less than 80% residential) Assisted living, nursing home or skilled nursing care Commercial Retail NNN lease Office Warehouse / self-storage Restaurant Mobile home Affordable living Student housing My home or where borrower vacations $ loan request amount? Type of loan requested? 30-year-fixed 5-1 ARM 12-to-24-month interest only bridge loan Hard money Subject property Address: Street, City, State & Zip Code (no PO Boxes)? Metro area population ? 1000 to 24,999 25,000 to 49,999 50,000 to 99,999 100,000 to 499,999 500,000+ Occupancy 100% leased 50% to 99% leased 5% to 49% leased Vacant Borrower's home or vacation property Purchase price or current value if borrower owns the property? Signed purchase agreement? Down payment? None 1% to 10% 11% to 20% 20% to 49% 50%+ Original purchase price if borrower owns the property? Purchase date if borrower owns the property? $ Amount of rehab / construction completed since borrower purchased the property? Mortgage balance if borrower owns the property? Amount borrower wants to cash-out? Environmental problems? No Yes If borrower owns the property, is it subject to... Foreclosure Litigation Judgments Tax liens Bankruptcy None of the above Square footage of units Less than 750 square feet 750 to 1500 square feet 1501 to 2500 square feet 2501 to 5000 square feet 5001 to 7500 square feet 7501 to 10,000 square feet 10,001 to 15,000 square feet 15,001 to 25,000 square feet 25,001 to 50,000 square feet 50,000+ square feet Rental duration Monthly leases rented by the year Daily or weekly rentals My home or vacation property Monthly rent? Annual property taxes? Annual property insurance? Annual property utilities paid by owner? Annual property association dues? Why do you want to refinance? Cash out Better terms My loan is coming due Loan called Foreclosure, judgments and/or tax liens Estimated credit score? Borrower's verifiable liquid assets in USA? Borrower's net worth in the USA? # of investment properties in the USA? $ Value of those properties? Are borrower's income tax returns available? Yes No Filed extension USA citizen? Yes Green card Visa Foreign national for USA property Other What have you done so far to refinance, cash-out, or finance purchase of this property? Will subject property be titled in a LLC or Corporation name at closing? Yes NO Your efforts and results so far financing this loan? Your questions, comments and thoughts?
