HARD MONEY LOAN

Borrower Information & Preliminary Qualification Worksheet

SUBJECT INVESTMENT PROPERTY

Property Full Address

Are you looking for financing to purchase a property, refinance an existing property, or fund a renovation project?

Which state is the property located in, and what type of property are you financing?

What is the purchase price or estimated current market value of the property?

How much financing are you requesting?

If this involves renovation, what is your estimated renovation or construction budget?

How much cash or equity are you prepared to contribute toward this transaction?

What is your exit strategy: sell the property, refinance into a long-term loan, or another repayment strategy?

What is your expected closing timeline, and are you ready to discuss this transaction with a Loan Officer immediately?

BPO Name

CALL NOTES / FOLLOW-UP