1. Contact & Entity Information
Legal Business Name
*
Business Entity Type
Corporation
Limited Liability Company (LLC)
Limited Liability Partnership (LLP)
Limited Partnership (LP)
Partnership
Sole Proprietor
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Full Name
*
Phone
*
Email
*
State of Incorporation
Percentage of Ownership
Citizenship Status
U.S. Citizen
Legal Permanent Resident
Green card
ITIN
Visas
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2. Borrower Experience & Credit
Consumer Credit Score
720+
700-719
650-699
600-649
Below 600
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How many ground up construction in past 3 years?
How Many Flips Completed in Last 3 Years?
How Many Rentals owned in the last 3 years?
Any prior bankruptcy?
Yes
No
Any unpaid judgements, tax liens, or delinquent taxes?
Yes
No
3. Property Details
Address
Property Address
*
City
State
Postal Code
Property Listing Website
Property Type
Total building square footage
Total lot square footage
Number of bedrooms
Number of bathrooms
Vacant or Leased
Monthly Market Rent
$
4. Transaction & Loan Terms
Loan Type
Purchase
Fix & Flip
Refinance
Cash Out Refinance
New Construction
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What’s the balance of existing loan?
$
Purchase Price
$
As-Is Value
$
Date of Purchase
Annual Property Taxes
$
Annual Insurance Premium
$
5. Project Budget & Strategy
Construction Costs
$
Soft cost spent $$? (new construction only) Describe?
Rehab Budget
$
Projected ARV
$
Exit Strategy
Sell
Short Term Rental
Long Term Rental
Refinance
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Referred by Who?
*
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