Real Estate Funding Inquiry - Refinancing Form

We look forward to assisting you with your project and appreciate the opportunity. Our objective is to provide you the information you are seeking as quickly as possible.

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How Did You Hear About Us?

Referral Source Required

Personal Information

First Name Required

Last Name Required

Primary Street Address Required

City Required

State/Region Required

Postal Code Required

Do you own your primary residence? Required

Phone Number Required

Email Address Required

Credit Score Required

Open Bankruptcy? (if yes, must have Guarantor) Required

Previous Bankruptcy?

Month / Year Discharged

Open Judgements? Required

Open Tax Liens? Required

Are you a foreign national? Required

Do you have a TIN?

Do you have a U.S. Bank Account?

Notes

Experience

Exits Last 36 Months Required

Properties Held Last 36 Months

How Many Rental Properties Do You Currently Own? Required

Cash Reserves On Hand? Required

Business Information

Business Name Required

Type of Entity Required

Average Annual Revenue

Property Type Required

# of Units Required

Start Date

Property Information

Property Street Address Required

Property Street Address Line 2

Property City Required

Property State Required

Property Zip Required

Currently Under Contract? Required

Property Type Required

Targeted Closing Date Required

Property Currently Rented? Required

Anticipated Monthly Rent

Rent Amount Is (Act/Est)

Insurance Cost (Annual) Required

Property Taxes (Annual) Required

Annual HOA / Condo Fees Required

Refinance Information

Original Purchase Date Required

Original Purchase Amount Required

Total Rehab Invested Required

Current Mortgage Balance Required

Monthly payment (P&I) Required

Current Interest Rate

Cash Out Desired (0 if none) Required

Current Property Value

Additional Information

Is there anything else you'd like to share at this time?

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