Residential Rental & Multifamily #2 and #4 on Page 2 Step 1 of 44 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 Are you a referral partner,broker/ financial professional or borrower? Your name? Your name? Your best email address? Your best email address? Your cell phone number? Your cell phone number? Cash-out, refinance,purchase, rehab or construction? Refi Cash-Out Refinance Purchase Rehab Construction Cash-out, refinance, purchase, rehab or construction? Number of properties to be refinanced and/or cashed-out? One 2 to 5 6 to 10 11 to 20 21+ Number of properties to be refinanced and/or cashed-out? Rental property type NOO Single Family Home Duplex (2 units) Tri-plex (3 units) Quad (4 units) Multifamily & Mixed-use (5 to 20 units) Multifamily & Mixed-use (20 to 50 units) Multifamily & Mixed-use (50+ units) Assisted living, nursing home or skilled nursing care Commercial My home or vacation property Property type Number of similar properties owned in last 3 years?? 3+ properties owned 2 properties owned 1 property owned None Number of residential rental properties owned in last 3 years? Property Address: Street, City, State & Zip Code (no PO Boxes) Enter complete property address: street, city, state and zip code. (No PO Boxes) Population within 10 miles of subject property 1000 to 24,999 25,000 to 49,999 50,000 to 99,999 100,000+ 500,000+ Population within property's metropolitan area Occupancy 100% leased 50% to 99% leased 5% to 49% leased Vacant Borrower's home or vacation property Occupancy Environmental problems? No Yes Environmental problems? If borrower owns the property, is it subject to... Foreclosure Litigation Judgments Tax liens Bankruptcy None of the above If borrower owns the property, is it subject to... Square Footage 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 What is the property's square footage? Rental Duration Monthly leases rented by the year Daily or weekly rentals My home or vacation property Monthly leases or daily/weekly rentals? Monthly rent when 100% leased? Monthly rent when 100% leased? Annual property taxes? Annual property taxes? Annual property insurance? Annual property insurance? Annual property utilities paid by owner? Annual property utilities paid by owner? Annual property association dues? Annual property association dues? Amount you paid for the property? Amount you paid for the property? Signed purchase agreement? Yes No Not a purchase Signed purchase agreement? For Purchases: Down payment amount? For Purchases: Down payment amount? For Refinance and cash-outs: Amount of rehab completed after property purchased? For refinance and cash-outs: Amount of rehab completed after property purchased? Purchase Date? Purchase date? Estimated property value? What is the property's estimated value? Amount owed on the property if borrower owns it? Amount owed on the property if borrower owns it? Why do you want to refinance? Cash out Better terms My loan is coming due Loan called Foreclosure, judgments and/or tax liens Why do you want to refinance? How much does borrower want to cash-out if refinancing? How much does borrower want to cash-out if refinancing? Loan amount requested? Loan amount requested? Estimated credit score? What is your estimated credit score? Borrower's liquid assets in USA? Borrower's liquid assets in USA banks, mutual funds, stocks, bonds, money market funds, IRA's and retirement funds? Borrower's net worth in the USA? Borrower's net worth in the USA (total assets minus total liabilities)? Are borrower's income tax returns available? Yes No Filed extension Are borrower's income tax returns available? Is borrower a citizen of the USA? Yes No Foreign national Other Is borrower a citizen of the USA> What have you done so far to refinance or cash-out this property?What have you done so far to refinance or cash-out this property? Did someone refer borrower to us? His or her name?Did someone refer borrower to us? His or her name? Will subject property be titled in an LLC or Corporation? LLC Corporation Personal name Other Will subject property be titled in an LLC or Corporation? Name of borrower's LLC, Corporation or other entitiy? Name of borrower's LLC, Corporation or other entitiy? Percentage of LLC or corporation borrower owns? Percentage of LLC or corporation borrower owns? Borrower's first and last name? First Last Borrower's first and last name? Borrower's best email address? Borrower's best email address? Borrower's cell phone number?Borrower's cell phone number? Your questions, comments and thoughts?Your questions, comments and thoughts?
