Business Purpose Loan Analysis

Pre-Approval Form

As a busy real estate investor, we value your time and the opportunity to compete for your business. Be advised pricing and leverage are determined by the borrower’s experience, project, credit and liquidity.

Kindly, assist us in delivering our best pricing by filling out this form with as much detail as possible.

SFR 1-4 Units. Mixed-use considered on a case-by-case basis
Loan Amounts: SFR 1-4 Units – up to $4 million
All loans are 12 months, interest only with 3 months minimum interest
No rural properties
Minimum AS IS Value is $75,000 (minimum Purchase Price $75,000)
No interest charged on un-used rehab available for experience investors.

Please select an Account Executive. *
If AE is not listed, please use their referral link.
DO NOT SUBMIT without using a referral link or selecting an AE.
Failure to do so will result in a longer process time or the loss of your submission.

Account Executive

Entity Name

Borrower First Name

Borrower Last Name

Email *

Phone *

Co-Borrower First Name

Co-Borrower Last Name

Phone

Broker Name

Broker Email

Broker Phone

Broker Points

Broker Processing Fees

Subject Property Address *

Street Address Line 2

City *

State *

ZIP *

How many units? (1-29)

Loan Programs *

Purchase Price *

Original Purchase Date

First Current Lien

Is this lien paid off?

Second Current Lien (if applicable)

Taxes Owed

Loan Details:

Borrower's Liquidity *

"As Is"/Current Market Value *

Amount of Rehab Requested

After Repair Value (A.R.V.)

LTV Requested (%) *

Already ran market comparables? *

Exit Strategy *

Estimated Fico Score *

Borrower's Real Estate Experience

Investment Properties Sold in Last 36 Months *

Investment Properties Currently Owned (excl. Personal) *

Scope of Work / Additional Comments

Please provide a detailed written description of the rehab to be performed.

Additional Notes

Are you adding Square Footage? *

If Yes, how much?

Please upload images, budgets and supporting documentation here (pdf,jpg,png,gif) Max Filesize: 29MB

Multi-Family

Quote Request Form

Kindly, assist us in delivering our best pricing by filling out this form with as much detail as possible.

Name *

Email *

Phone *

Please select an Account Executive.
If AE is not listed, please use their referral link.
DO NOT SUBMIT without using a referral link or selecting an AE.
Failure to do so will result in a longer process time or the loss of your submission.

Entity Name

Mailing Address/City/State

Liquidity

Net Worth

List owners of either entity/company or Property

1) *

Name *

Ownership % *

Personal Residence City/State *

Liquidity *

Net Worth *

Credit Score *

Name

Ownership %

Personal Residence City/State

Liquidity

Net Worth

Credit Score

Name

Ownership %

Personal Residence City/State

Liquidity

Net Worth

Credit Score

How many properties do they currenty own?

Address *

Address Line 2

City *

State *

ZIP *

Total # of Units *

# of Vacant Units *

Occupancy %

Does the owner occupy any portion of the property? *

Requested Loan Amount *

LTV

CLTV

Loan Programs *

Estimated Fico Score *

Estimated Proceeds

Please select *

Number of Months *

Rental Income Collected *

Other Income Collected

Total Income Collected *

Please select *

Number of Months *

Do not include one time capital expense items

Real Estate Taxes *

Insurance *

Other Expenses

Please upload images, budgets and supporting documentation here (pdf,jpg,png,gif)Max Filesize: 29MB

Business Purpose Loan Analysis

Pre-Approval Form

Multi-Family

Quote Request Form

Contact Information

Borrower Information

Subject Property Information

Loan Information

Annual Income

Annual Expenses