First Name *

Last Name *

Phone Number *

City

State

Email Address *

Legal Company Name

How did you hear about us ?

Which solutions are you interested in?

🏡 Real Estate Financing

💼 Business Financing

👨‍🏫 Advisory Services

Do you need a pre-qualification letter?

Yes

No

Purpose of Loan

Est Credit Score

Do you have your sam.gov?

Yes

No

Monthly Deals Funded

Funding Experience

Average Monthly Funding Volume

Upload your Logo

Do you have business line of credit?

Yes

No

How many Government transactions have you completed in the past?

0

1 - 3

3 - 5

5+

Do you have a relationship with any Lending Institution?

Yes

No

Do you have a Property Under Contract / Own the Property?

Yes

No

Are you actively buying investment properties right now?

Yes

No

Which markets do you buy in?

Do you have specific zip codes or neighborhoods you prefer?

How quickly can you close?

7 days or less

8–14 days

15–30 days

How do you fund your purchases?

All cash

Hard Money / Private Lending

Line of Credit / Business Credit

Partnership

What’s your typical purchase price range?

Under $100,000

$100,000–$250,000

$250,000–$500,000

$500,000+

Are you open to JV deals or partnership opportunities?

Yes

No

Maybe, if it makes sense

What is your typical exit strategy?

Are you okay with properties that need rehab?

Light Rehab

Full Gut

Tear Down

No rehab preferred

Would you like to schedule a quick call to discuss upcoming deals or get pre-vetted?

Yes

Not right now

Have you invested in private lending, real estate, or alternative assets before?

Yes

No

I’m just getting started

How much capital are you considering for your next investment?

Under $25,000

$25,000 – $100,000

$100,000 – $500,000

$500,000+

What are your investment goals? (Select all that apply)

What types of investments interest you most?

Fixed-rate debt investments (e.g., notes or hard money)

Equity partnerships (ownership, profit sharing)

Fund model (diversified portfolio of deals)

Not sure yet — I’d like to learn more

What is your ideal investment time frame?

6 - 12 Months

1 – 3 Years

3 – 5 Years or Longer

Would you like to receive our current investor deck or upcoming deal summary?

Yes

No

Would you like to schedule a free 15-minute wealth discovery call?

Yes, let’s book it

Not yet

Loan Amount

Property Type

Rehab/Constructions Budget

$

Approximate Liquidity (cash on hand, 401K, IRA, CD's, money market accounts)?

Subject Property Address

How many transactions have you completed in the past 2 years?

Use of Funds

Average Monthly Revenue

$

Business Name Information

Anticipated Closing Date

How much funding/credit do you think your business needs right now?

Less than $25,000

$25,000 - $50,000

$50,000 - $100,000

$100,000 or more

Monthly Credit Card Processing $

$

Industry *

Do you currently Have Any Investments in Real Estate or Business? *

Yes, Both

Yes, Business

Yes, Real Estate

No

What Is Your Primary Investment Goal?

Passive Income

Capital Appreciation

Diversificaiton

Other

Time in Business *

Are You an Accredited Investor? *

What Type of Partnership Are You Interested In?

Referral Partner

Strategic Partner

Broker Partner

Other

Are You Interested in Any of the Following Services?

Have You Worked with a Private Wealth Manager or Advisor Before?

What Is Your Current Financial Status?

What additional details should I know to ensure I'm fully prepared for the meeting

Have You Worked as a Partner or Broker in the Lending Industry Before?

Yes

No

What Industry or Market Do you Primarily Work In?

Are you an accredited investor as defined by the SEC? (Net worth over $1 million, excluding primary residence, or annual income exceeding $200K individually/$300K jointly with a spouse).

How Many Client or Transaction Can You Refer Per Month?

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