Joint Venture–Deal Submission Form

Please complete this form with detailed information about your property, your experience, and the current status of the deal.

This will allow our team to properly evaluate your submission and determine if the project is a good fit for our Joint Venture Program.

APPLICANT INFORMATION

First Name *

Last Name *

Phone *

Email *

Mailing Address *

Date of Request

ENTITY INFORMATION / COMPANY DETAILS

Entity Name *

Full Legal Name *

LLC Members (Name – Ownership % – Role) *

All Members Are Signers? *

Yes

No

LOAN REQUEST DETAILS

Loan Amount Requested *

$

Purpose of Loan *

Purchase

Refinance

Construction / Rehab

Cash-Out

Other

Purpose of Loan – Other Details

Requested Close Date *

EXIT STRATEGY

Exit Strategy *

Sell

Refinance

Long-term Hold

Other

Exit Strategy – Other Details

PROPERTY INFORMATION

Property Address *

Ownership Status *

I currently own this property

I have it under contract

LOI only

Not under contract

Visited the Property? *

Yes

No

How did you find the property?

ARV Estimate *

$

How ARV Was Determined *

Agent CMA

Appraisal

My own comps

Wholesaler provided comps

Other

ARV Determination – Other Details

ACQUISITION DETAILS

Purchase Price *

$

Earnest Money Deposited *

$

Inspection Period End Date *

Known Issues

BUDGET AND SCOPE OF WORK

Renovation Budget *

$

Scope of Work Includes *

Interior cosmetic

Kitchen

Baths

Flooring

HVAC

Electrical

Plumbing

Roof

Windows

Landscaping

Pool

Permitted additions

Structural changes

Other

Scope of Work – Other Details

Detailed Scope of Work *

PROJECT TEAM

General Contractor Name *

GC Contact Info *

Do you have bids? *

Yes

No

Project Managed By *

Borrower

GC

Project Manager

Other

Project Managed By – Other Details

Completed Similar Projects? *

Yes

No

Similar Projects Description *

BORROWER EXPERIENCE AND EXPERTISE

Primary Role / Expertise *

Wholesaler

Real Estate Agent

Contractor

Investor

Other

None

Borrower Experience – Other Details

BORROWER FINANCIAL INFORMATION

Credit Score *

Cash Available *

$

Cash Reserves *

$

Monthly Debts *

$

Income From Property

Foreclosures / Bankruptcies / Liens? *

Yes

No

Foreclosures / Bankruptcies / Liens – Explanation *

DUE DILIGENCE CHECKLIST (CHECK ALL THAT APPLY)

Due Diligence Completed (Check all that apply)

Walked the property

Verified comps

Confirmed ARV

Run profit analysis

Reviewed HOA requirements

Verified zoning

Checked permits

Researched rental rates

Pulled preliminary title

Verified seller ownership

Other

Due Diligence – Other Details

ADDITIONAL NOTES

Additional Notes to Underwriter

REQUEST ATTACHMENTS

Please upload the following documents if available:
• Purchase Contract
• Leases
• Contractor Bids
• Entity Documents
• Budget Breakdown
• Photos
• Scope of Work

If you don't have them yet, you can send them later to [email protected]

Upload Deal Documents

You may upload multiple files.

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