First Name
Last Name
Phone
*
Email
*
Estimated Credit Score:
Business Legal Name
Which solutions are you interested in?
🏡 Real Estate Financing
💼 Business Financing
👨🏫 Advisory Services
Property Type
SFR (Single Family Residence
2-4 Units
Condominium
Mixed Used
Commercial
Multi-Family
Industrial
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Desired Loan Amount:
Purpose of Loan
Purchase
Refinance
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Do you have a Property Under Contract / LOI or Own the Property?
Yes
No
Exist Strategy
Refinance
Sell
How many transactions have you completed in the past 3 years?
Do you need a pre-qualification letter?
Yes
No
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Rehab/Constructions Budget
$
Approximate Liquidity (cash on hand, 401K, IRA, CD's, money market accounts)?
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
Use of Funds
Average Monthly Revenue
$
Time in Business
Less than a year
1 - 2 years
2 - 3 years
3 - 4 years
4 - 5 years
5+ years
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Monthly Credit Card Processing $
$
Industry
What are your investment goals? (Select all that apply)
Cash flow / Passive income
Long-term wealth building
Tax efficiency
Short-term high-yield opportunities
Retirement investing (e.g., Solo 401k, SDIRA)
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 type of properties are you looking for? (Select all that apply)
Single Family
Townhomes
Duplexes/Triplexes/Quads
Small Multifamily (5–50 units)
Apartment Complexes
Land/Lots
Commercial Real Estate
Mixed Use
Storage Units
Other
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
Would you like to receive our current investor deck or upcoming deal summary?
Yes
No
Are you actively buying investment properties right now?
Yes
No
What is your typical exit strategy?
Fix and Flip
Buy and Hold
Short-Term Rental / Airbnb
Wholesale
Other
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Are you okay with properties that need rehab?
Light Rehab
Full Gut
Tear Down
No rehab preferred
How do you fund your purchases?
All cash
Hard Money / Private Lending
Line of Credit / Business Credit
Partnership
Which markets do you buy 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).
Yes
No
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How quickly can you close?
7 days or less
8–14 days
15–30 days
Subject Property Address
What’s your typical purchase price range?
Under $100,000
$100,000–$250,000
$250,000–$500,000
$500,000+
What additional details should I know to ensure I'm fully prepared for the meeting
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