Point of Contact:
Chris Fuelling
Deal Status:
Open For Funding
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Useful Documents
Construction Budget
Deal Summary
Looking for best rate and terms for this bridge loan.
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What kind of program are you looking for?
- Select -
ADC Acquire-Develop-Construct
Blanket/Portfolio Loan
Bridge Loan
Commercial Bridge
Conventional Financing
New Construction
Equity Product 2
Fix and Flip
Land
Multifamily
Rental Loan
SBA-504
SBA Loan product
SBA 7a
SBA 504
Micro Loan
SBA Express
CAP Line
Community Advantage
SBA Veterans Advantage
International Trade
Export Working Capital
Export Express
Payroll Protection Program
EIDL
Additional Desired Loan programs
ADC Acquire-Develop-Construct
Blanket/Portfolio Loan
Bridge Loan
Commercial Bridge
Conventional Financing
New Construction
Equity Product 2
Fix and Flip
Land
Multifamily
Rental Loan
SBA-504
Where are you in the process?
Looking for General Info
Lead Source
- Select -
Banner Ad
Direct Mail
Google Ad
Google Search
Referral from Friend
Trade Publication
Trade Show
Other
Fabiola Lima
Application
Processing
Underwriting
Closing
Funded
Servicing
Paid Off/Sold
Borrower Info
First Name
Frank
Is there a Co-borrower?
Yes
County
Country
United States
Length of time at the present property
5
Length Of Time At The Present Property Months
3
Rent or Own
Own
Rent Per Month Current Address
2,500.00
Has the borrower resided at the present address for less than two years?
Personal Info
Citizenship
U.S. Citizen
Did you ever serve, OR are currently serving IN the United States Armed Forces?
Yes
Projected Expiration Date of Service/Tour
Mid Fico Score
Equifax Score
Transunion Score
Experian Score
Credit Score Range
Authorization Status
Complete
Need All
Have 1 & Need 1
Have 1 & Need 2
Have 1 & Need 3
Have 2 & Need 1
Have 2 & Need 2
Co-Applicant Information
First Name
Jane
Middle Name
Same as borrowers address?
No
Rent or Own
Is the Co-Borrower Guaranteeing the loan?
Length of time at address
Has the borrower resided at the present address for less than two years?
Previous Zip Code
Previous County
0
Rent or Own
Personal Info
Driver License Issuance Date
Driver License Expiration Date
Citizenship
U.S. Citizen
Equifax Score
0
Transunion Score
0
Experian Score
0
Credit Score Range
Borrower Type/Entity Info
Borrower Type
Entity
Trust Type
Retirement Entity
General Business Info
Date Of Formation
01/01/1999
Time in Business
State Of Formation
States Registered In
Business License Number
Issuance Date
Expiration Date
State Issued
Other States Operating In
DBA Name(s)
Prior Business Name(s)
Business Address
Start Date at Location
Property Ownership
Value of Property?
Total Debt on Property?
Name of Lender(s)?
Rent/Mortgage Payment
Business Details
Business Type
# of employees currently
0
# of employees after loan
Business Category
Type of product or service sold
Naics Code
Does your business sell a
Is your Business
Is your business home based?
Do you take credit card payments?
Terminal/ POS Make/Model
How many card processor banks do you have active?
Do you charge sales tax?
How are employees paid?
Do you have more than one business location?
How many locations?
Other Location Details & Addresses
Is the business a franchise?
is your business seasonal?
if Yes, what are the peak months?
Business Description
Business Financials
Average Monthly Credit Card Sales
0
Average Monthly Deposits
0
Annual Revenue
0
Annual Gross Profit
0
YTD-Net Business Income
0
Date of Operating Agreement
Gross Annual Revenues $
0
Gross Income Last Year
0
Net Income Last Year
Gross Income 2 years ago
Net Income 2 years Ago
Average Bank Balance
Has business ever filed for bankruptcy?
No
Status of Business Bankruptcy
Recent NSFs
Does your business owe taxes for years prior to the current year?
Estimated amount owed
Corporate Secretary Name
Notes
Equipment Info
Are you currently using a point of sale system?
Software
Software Version
Does your Business have a Land Line?
How will your new terminal connect to the internet?
Does your business location(s) have internet?
Do you have WiFi?
Do you know the password?
What is your Wifi password?
%
Do you expect your EBT?
What is your EBT number?
%
What would you like to have printed on the bottom of the receipt?
%
Is the equipment for a restraunt?
Do you want Tips Added On?
Do you want the customer to fill out Tip on Receipt or at cashier when they checkout only?
Suggested % #1
%
Suggested % #2
%
Suggested % #3
%
Do you want your Terminal to automatically Batch out? (Not recommended for restraunts. Once it batches out, unentered Tips will be lost).
At What Time?
11:45:20 AM
Shipping Address
%
Shipping City
%
Shipping State
%
Shipping Zip Code
%
Additional Guarantors
Are there any additional guarantors?
No
Individual
0
Citizenship
U.S. Citizen
Perm Resident
Non-Perm Resident
Foreign National
General Guarantor Notes
Borrower Background
Are you a U.S. Citizen?
Yes
Origin
Spain
Visa Status
Green Card status
Has the borrower been declared bankrupt within the past 7 years?
Yes
Status of Personal Bankruptcy
1 year
If Yes, identify the types of bankruptcy
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers?
Yes
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
No
(If Yes, Provide explanation below.)
Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Yes
Status of Foreclosure
(If Yes, Provide explanation below.)
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Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee
Yes
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
No
(If Yes, Provide explanation below.)
Are you in a Civil Union or a Domestic Partnership, or do you have a non-borrowing spouse, or are you a party to a Designated Beneficiary Agreement?
(If Yes, Provide explanation below.)
Within the past 7 years, have you completed a pre-foreclosure sale, whereby the property was sold to a third party and the Lender agreed to accept less than the outstanding mortgage balance due?
Yes
Have you had property foreclosed upon in the last 7 years?
Have you previously had a short sale?
Yes
When was the short sale?
Please explain the circumstances of the short sale
Background Explanation
Income tax returns filed through
Are any returns currently being audited or contested?
what years (s)
Have you drawn a will?
Please furnish the name of the executor(s) and year will was drawn
Have you ever had a financial plan prepared for you?
Is there a line of credit or unused credit facility at any other institution(s)?
Please indicate where, how much, and name of banker
Do you anticipate any substantial inheritances?
Please Explain
Co-borrower Background
Are you a U.S. Citizen?
Yes
Origin
Visa Status
Has the borrower been declared bankrupt within the past 7 years?
Yes
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers? (If Yes, Provide explanation below)
Yes
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
No
(If Yes, Provide explanation below.)
Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Yes
(If Yes, Provide explanation below.)
Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee
Yes
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
Yes
(If Yes, Provide explanation below.)
Are you in a Civil Union or a Domestic Partnership, or do you have a non-borrowing spouse, or are you a party to a Designated Beneficiary Agreement?
(If Yes, Provide explanation below.)
Background Explanation
Borrower Experience
Does borrower have Fix & Flip or Buy & Hold experience?
Yes
# of years of experience?
5
# of properties completed in last 36 months
12
List 3 examples of past deals - Fix & Flip / Buy & Hold
Property Type
Single Family
Purchase Date
06/06/2024
Purchase Price
100,000.00
Amount Financed
0.00
Rehab Budget
0.00
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
Zip
Unit/Suite #
Outcome/Profit
0.000
Upload HUD
Property Type
Single Family
Purchase Date
06/19/2024
Purchase Price
500,000.00
Amount Financed
400,000.00
Rehab Budget
100000.00
Holding Title As
fee simple
Ownership %
100.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
Zip
Unit/Suite #
Outcome/Profit
0.001
Upload HUD
Property Type
Single Family
Purchase Date
06/13/2024
Purchase Price
Amount Financed
0.00
Rehab Budget
0.00
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
Zip
Unit/Suite #
Outcome/Profit
0.002
Upload HUD
Does borrower have ground up construction experience?
Yes
# of years experience?
0
# of properties completed in last 36 months
0
List 3 examples of past deals - Ground Up
Property Type
Purchase Date
Purchase Price
0.00
Amount Financed
Rehab Budget
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
0.00
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.000
Upload HUD
Property Type
Purchase Date
Purchase Price
0.00
Amount Financed
Rehab Budget
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
0.00
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.001
Upload HUD
Property Type
Purchase Date
Purchase Price
0.00
Amount Financed
Rehab Budget
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
0.00
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.002
Upload HUD
Are you a builder/developer?
Do you have a GC on staff, or do you hire a third-party GC to complete rehab/construction?
Does borrower have experience selling properties without construction (e.g., wholesaling)?
Yes
# of years experience?
0
# of properties completed in last 36 months
0
List 3 examples of past deals - Selling
Property Type
Purchase Date
Purchase Price
Amount Financed
Rehab Budget
0.00
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.000
Upload HUD
Property Type
Purchase Date
Purchase Price
Amount Financed
Rehab Budget
0.00
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.001
Upload HUD
Property Type
Purchase Date
Purchase Price
Amount Financed
Rehab Budget
0.00
Holding Title As
Ownership %
0.000
Ownership Status
Exit
Monthly Rent
Sale Price
Sale Date
Address
City
State
AL
Zip
Unit/Suite #
Outcome/Profit
0.002
Upload HUD
Does borrower have any projects currently in progress?
No
How many?
5
Does borrower own investment properties?
Yes
How many?
2
Is borrower a member of an investment club or group?
NA
Name of Group/Club?
Do you have any professional licenses?
Yes
Select Professional license
License #
Are you a full time real estate investor?
How much liquid assets does borrower currently have?
150,000.00
Primary investment strategy
Residential fix & flip
Describe Your Overall Real Estate Investment Experience
Primary investment strategy Explain
Track Record
Typical Transactions
Amount of financing requested
To
Amount of financing requested To
Typical purchase price
To
Typical purchase price To
Typical construction costs
To
Typical construction costs To
Typical sale price
To
Typical sale price To
No. of construction draws per project
0
To
No. of construction draws per project To
0
Months from purchase date to first construction draw
0
To
Months from purchase date to first construction draw To
0
Months from purchase date until construction complete
0
To
Months from purchase date until construction complete To
0
Months from purchase date to sale date
0
To
Months from purchase date to sale date To
0
No. of such projects that you will do at time
0
To
No. of such projects that you will do at time To
0
In which geographic areas do you intend to focus on the next 12-24 months?
Co-borrower Experience
Does borrower have Fix & Flip or Buy & Hold experience?
Yes
# of years of experience?
5
List 3 examples of past deals:
Outcome/Profit
0
Upload HUD
0
# of properties completed in last 36 months
5
Address
Outcome/Profit
0
Upload HUD
0
Address
Outcome/Profit
0
Upload HUD
0
Does borrower have ground up construction experience?
NA
# of years experience?
0
List 3 examples of past deals:
Outcome/Profit
0
Upload HUD
0
# of properties completed in last 36 months
0
Address
Outcome/Profit
0
Upload HUD
0
Address
Outcome/Profit
0
Upload HUD
0
Does borrower have experience selling properties without construction (e.g., wholesaling)?
# of years of experience?
0
# of properties completed in last 36 months
0
List 3 examples of past deals:
Outcome/Profit
0
Upload HUD
Address
Outcome/Profit
0
Upload HUD
Address
Outcome/Profit
0
Upload HUD
Do you have any projects currently in progress?
NA
How many?
0
Does borrower own investment properties?
NA
How many?
0
Is borrower a member of an investment club or group?
NA
Name of Group/Club?
Do you have any professional licenses?
Select Professional license
License #
Are you a full time real estate investor?
How much in liquid reserves?
Primary investment strategy
Commercial- Fix & Flip
Primary investment strategy Explain
SBA Questions
0.00
0.00
Purpose of the loan:
Detailed Explanation
Is the Applicant (if an individual) or any individual owning 20% or more of the equity of the Applicant subject to an indictment, criminal information, arraignment, or other means by which formal criminal charges are brought in any jurisdiction, or presently incarcerated, or on probation or parole?
Detailed Explanation
Have you been arrested in the past six months for any criminal offense?
Detailed Explanation
Within the last 5 years, for any felony, has the Applicant (if an individual) or any owner of the Applicant 1) been convicted; 2) pleaded guilty; 3) pleaded nolo contendere; 4) been placed on pretrial diversion; or 5) been placed on any form of parole or probation (including probation before judgement)?
Detailed Explanation
Has an application for the loan you are applying for now ever been submitted to SBA or to a Certified Development Company or lender in connection with any SBA program?
Detailed Explanation
Is the Applicant a franchise that is listed in the SBAs Franchise Directory?
Detailed Explanation
Does the Small Business Applicant have any Affiliates?
Detailed Explanation
Has the Small Business Applicant and/or its Affiliates ever filed for bankruptcy protection?
Detailed Explanation
Is the Small Business Applicant and/or its Affiliates presently involved in any pending legal action?
Detailed Explanation
Is the Applicant or any owner of the Applicant presently suspended, debarred, proposed for debarment, declared ineligible, voluntarily excluded from participation in this transaction by any Federal department or agency, or presently involved in any bankruptcy?
Detailed Explanation
If you are at least a 50% or more owner of the applicant business, are you more than 60 days delinquent on any obligation to pay child support arising under an administrative order, court order, repayment agreement between the holder and a custodial parent, or repayment agreement between the holder and a state agency providing child support enforcement services? .
Detailed Explanation
Has the Small Business Applicant and/or its Affiliates ever obtained a direct or guaranteed loan from SBA or any other Federal agency or been a guarantor on such a loan?
Is any of the financing currently delinquent?
Detailed Explanation
Did any of this financing ever default and cause a loss to the Government?
Detailed Explanation
Are any of the Small Business Applicants products and/or services exported or is there a plan to begin exporting as a result of this loan?
Provide the estimated total export sales this loan will support:
$
Is the Small Business Applicant using (or intending to use) a packager, broker, accountant, lawyer, etc. to assist in (a) preparing the loan application or any related materials and/or (b) referring the loan to the lender?
Detailed Explanation
Are any of the Small Business Applicants revenues derived from gambling, loan packaging, or from the sale of products or services, or the presentation of any depiction, displays or live performances, of a prurient sexual nature?
Detailed Explanation
No SBA employee, or the household member (see definition on page 1) of an SBA employee, is a sole proprietor, partner officer, director, or stockholder with a 10 percent or more interest, of the Applicant.
Detailed Explanation
No former SBA employee, who has been separated from SBA for less than one year prior to the request for financial assistance, is an employee, owner, partner, attorney, agent, owner of stock, officer, director, creditor or debtor of the Applicant.
Detailed Explanation
No member of Congress, or an appointed official or employee of the legislative or judicial branch of the Federal Government, is a sole proprietor, general partner, officer, director, or stockholder with a 10 percent or more interest, or household member of such individual, of the Applicant.
Detailed Explanation
No Government employee having a grade of at least GS-13 or higher is a sole proprietor, general partner, officer, director, or stockholder with a 10 percent or more interest, or a household member of such individual, of the Applicant
Detailed Explanation
No member or employee of a Small Business Advisory Council or a SCORE volunteer is a sole proprietor, general partner, officer, director, or stockholder with a 10 percent or more interest, or a household member of such individual, of the Applicant.
Detailed Explanation
Have you, or any business you controlled, ever filed for bankruptcy protection?
Detailed Explanation
Is the United States the principal place of residence for all employees of the Applicant included in the Applicants payroll calculation above?
Detailed Explanation
Do any of your employees earn more than $100,000/year?
If Yes, Did you calculate your estimated monthly payroll using the cap of 100,000 per employee?
Detailed Explanation
Has the Applicant, any owner of the Applicant, or any business owned or controlled by any of them, ever obtained a direct or guaranteed loan from SBA or any other Federal agency that is currently delinquent or has defaulted in the last 7 years and caused a loss to the government?
Detailed Explanation
Are you, or any business you control, presently involved in any legal action (including divorce)?
Detailed Explanation
Has the Business received an SBA Economic Injury Disaster Loan between January 31, 2020 and April 3, 2020?
Loan Amount
$
Detailed Explanation
Detailed Explanation
Add Other Business Info
How many W-2 Employees do you have?
0
How many W-2s did you issue for 2020?
0
When was your company started?
Did you operate under full or partial suspension due to government order?
How your business was impacted during the partial or full shutdown
What quarters were you affected? (If not sure leave blank)
Please provide gross receipts of each quarter excluding any PPP funds if they are included as revenue
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
Q1 2021
Q2 2021
Q3 2021
Q4 2021
Did any of your vendors operate under full or partial suspension due to government order that affected your ability to do business?
How your business was impacted during the partial or full shutdown
What quarters were you affected due to vendor delays
Please provide gross receipts of each quarter excluding any PPP funds if they are included as revenue
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
Q1 2021
Q2 2021
Q3 2021
Q4 2021
In 2020, which quarters experienced losses of at least 50% relative to the same quarter in 2019? If not, sure please leave blank
In 2021, which quarters experienced losses of at least 20% relative to the same quarter in 2019? If not sure, please leave blank
If you did receive a PPP loan(s), what was the amount(s)?
Draw 1
Draw 2
If you received a PPP loan(s), did you receive PPP loan forgiveness?
Draw 1
Draw 2
If you did have PPP loan forgiveness, what was the forgiven amount(s)?
Draw 1
Draw 2
Who is your payroll service provider?
Have you already claimed any Employee Retention Credits?
If Yes, which quarter(s) and with which company?
Are any employees that are family members or 50%+ owners? If so, please provide names
Have you started any other businesses since Feb 15th 2020 with annualized revenues of less than $1,000,000 and that has active W-2 employees?
Do you have any other existing businesses with active w-2 employees? If yes, please let business entity names and number of W-2 employees
Assets (Include Borrower + Co-borrower)
Type
Estimated Value ($)
Amount Owed ($)
Cash
$
$
Checking Account(s)
$
Savings/Money Market/ CDs
$
Net worth of business(es) owned
$
Accounts & Notes Receivable
$
Accounts & Notes Receivable Owed
$
Stocks/Bonds
$
Stocks / Bonds Owed
$
Non-Marketable Securities
$
Non-Marketable Securities Owed
$
IRA / Keogh Accounts
$
IRA / Keogh Accounts Owed
$
401k / ESOP Accounts
$
401k / ESOP Accounts Owed
$
Life Insurance -- Cash Surrender Value Only
$
Life Insurance Owed
$
Total cash in bank accounts
$
Total value of retirement accounts
$
Availability under lines of credit
$
Line of Credit Owed
$
Home
$
Home Owed
$
Secondary Residences
$
Secondary Residences Owed
$
Other Real Estate
$
Other Real Estate Owed
$
Cars
$
Cars Owed
$
$
$
Other Personal Property
$
$
Other Assets
$
Notes Payable to Banks & Others
$
Installment Account(s)
$
Revolving Debt
$
Unpaid/Payable Taxes
$
Secured Notes Payable to this Bank
$
Unsecured Notes Payable to this Bank
$
Accounts Payable (including credit cards)
$
Margin Accounts
$
Other Liabilities Owed
$
Other Assets Details
Other Liability Details
Unpaid Taxes Details
Total:
$
$
Total Est. Value
- Total Amt Owed
= Total Net Worth
$
- $
= $
Gifts or Grants
Gifts Or Grants : 1
Asset Type
Deposited/Not Deposited
0
Source
Cash Or Market Value
Contingent Liabilities
Contingent Liabilities
1
Type Of Liability
Name of Company/Creditor
Monthly Payment
Months left to Pay
Balance/Amount
Account No
Estimated Tax Liability if you were to sell your major assets?
Description
Add New Contingent Liabilities
Borrower Employment Information
Position or Title
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
Nature of Employers Business
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
$
How often are you paid?
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
1398 sw 12 ave
Employer City
Employer State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Country
- Select One -
United States
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
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Wallis and Futuna
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Zimbabwe
Please explain if employment history is less than 2 years
Employer Phone
May we contact you at work?
Years employed in this line of work / profession
Additional Employment Information :
1
Is this job an additional or previous Job?
Additional
Previous
Name
Address of Employer
Employer City
Employer State
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Employer Zip
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Nigeria
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Palestinian Territory, Occupied
Panama
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Poland
Portugal
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Reunion
Romania
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Saudi Arabia
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Somalia
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South Sudan
Spain
Sri Lanka
Sudan
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Sweden
Switzerland
Syrian Arab Republic
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Thailand
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Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
Employed From
Employed To
Yrs employed in this line of work / profession
Employed by a family member, property seller, real estate agent, or other party to the transaction?
Are you the business Owner or Self-Employed?
Monthly Income
Overtime
Commission/Bonus
Military Entitlements
Other
Income from other sources
Alimony
Child Support
Interest and Dividends
Notes Receivable
Royalty Payments
Unemployment
Automobile Allowance
Disability
Mortgage Credit Certificate
Public Assistance
Separate Maintenance
Benefits
Boarder Income
Foster Care
Mortgage Differential
Retirement
Social Security
VA Compensation
Capital Gains
House or Parsonage
Payments
Trust
Other
Total Monthly Income from Other Sources
Position / Title / Type of Business
Employer Phone
Co-borrower Employment Information
Position or Title
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
Nature of Employers Business
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
$
How often are you paid?
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
Employer City
Employer State
Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Phone
May we contact you at work?
Years employed in this line of work / profession
Additional Employment Information :
1
Name
Address of Employer
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
Employed From
Employed To
Are you the business Owner or Self-Employed?
Monthly Income
Position / Title / Type of Business
Employer Phone
Borrower Monthly Income
Base Employment Income
$
Commission/Bonus
$
Military Entitlements
$
Overtime
$
Net Rental
$
Dividends / Interest
$
Capital Gains / (Losses)
$
Partnership / Subchapter S Income
$
Other
$
Other Income Description
Total Income
$
9,828.00
(Borrower)
Co-borrower Monthly Income
Base Employment Income
$
Commission/Bonus
$
Overtime
$
Net Rental
$
Dividends / Interest
$
Capital Gains / (Losses)
$
Partnership / Subchapter S Income
$
Other
$
Other Income Description
$
1,428.00
(Co-Borrower)
$
11,256.00
(Borr + Cobor)
11,256.00
Borrower Monthly Expenses
Monthly Payment
Bal Owed
This loan
$ 150.00
$
Real Estate Taxes
$ 37.50
$ 2.00
Insurances
$ 416.67
Existing mortgages and Taxes/Insurance
$
Installment Loans
$
Credit Cards
$
Student Loans
$
Alimony/Child Support
$
Federal Income and Other Taxes
$
State Income and Other Taxes
$
Rental Payments, Co-op or Condo Maitenance
$
Mortgage Payments - Residential
$
Mortgage Payments - Investment
$
Property Taxes - Residential
$
Property Taxes - Investment
$
Interest & Principal Payments on Loans
$
Insurance
$
Investments (including tax shelters)
$
Tuition
$
Other Living Expenses
$
Medical Expenses
$
Other
$
Total Household Expenses
$
5,106.17
(Borrower)
Co-borrower Monthly Expenses
Monthly Payment
Bal Owed
Existing mortgages and Taxes/Insurance
$
Installment Loans
$
Credit Cards
$
Student Loans
$
Alimony/Child Support
$
Other
$
Total Household Expenses
$
(Co-Borrower)
$
5,106.17
(Borr + Cobor)
Liabilities
Alimony Payments
$
Child Support Payments
$
Separate Maintenance Payments
$
Job Related Expense (Child Care, union Dues, Etc).
$
Other Payments
$
Owed To
Partnerships
Partnerships
1
Type of Investment
Date of Initial Investment
07/07/2026
Cost
$
Percent Owned
$
Current Market Value
$
Balance Due on Partnership: Holds, Cash, Call
$
Final Contribution Date
07/07/2026
Other New Mortgage Loans on the Property
Other New Mortgage Loans : 1
Creditor Name
Lien Type
Monthly Payment
Loan Amount/ Amount to be Drawn
Credit Limit
Loan Settings
Desired loan amount
$
Desired Interest Rate Range
%
%
Loan Term
- Select -
6 Months
12 Months
18 Months
24 Months
Transaction Type
- Select -
Purchase
Rate & Term Refinance
Cash-Out / Refinance
Transactional
Use Of Funds
234523
Amortization Type
Fixed Rate
Adjustable Rate
- Select -
Interest Only
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
%
Monthly Escrows for Taxes & Insurance
Yes
No
Annual Property Tax
$
Annual Insurance Policy Premium
$
Current Loan Balance
Total Loan Amount
Set Manual Payment
Accrual Type
30/360
30/365
Actual/360
Actual/365
$
Acquisition / Purchase Price
$
Property Value (AS-Is)
$
%
Resale Price
$
Important Dates
Desired Closing Date
Funding Date
PSA Closing Date
Maturity Date
Building Analysis Due Date
Resale Closing Date
Rehab Construction Info
Will the property need rehab or construction?
Yes
No
Cost Spent
$
ARV
$
Is this ground up construction?
Yes
No
Lot Status
- Select -
Purchasing Lot
Paying Off Lot Loan
Lot Owned Free & Clear
Lot Purchase Price
$
Current Lot Market Value
$
Is the subject property(ies) currently under construction?
Yes
No
Are you adding square footage?
Yes
No
How many additional square feet are you adding?
Improvements to be Completed
Renovation Timeframe (months)
Plans and Permits Status
Draft
Approved
Other
N/A
Does project require re-zoning?
No
Yes
What is your anticipated hold time (months)?
Months
What is your anticipated plans and permit timeline (months)?
Months
What is your anticipated construction timeline (months)?
Months
Building Analysis Outstanding
No
BPS
BP
BS
PS
Complete
N/A
Building Analysis Need
Feasibility
Budget Scrub
N/A
Construction Type
Developed Land
Tear Down
Major Construction
Construction Hard Cost
$
Construction Soft Cost
$
Contingency Type
10%
5%
Other
Contingency %
%
Contingency Amount
$
Loan Terms
Acquisition Down Payment
$
Down Payment %
LTV%
Original Purchase Price
Property Value (AS-Is)
Initial Loan Amount
$
Initial Loan Amount
$
Rehab/Construction Cost
$
Rehab/Construction % Financed
Rehab/Construction Cost Financed
$
Initial Draw Amount
$
Total Draws Funded
$
600.00
Pay-Off on Mortgage 1
$
Pay-Off on Mortgage 2
$
Pay Off Oustanding Taxes
$
Closing Costs Financed
$
$
15,000.00
Total Loan Amount
$
Total Loan Amount
$
115,000.00
$
Total Loan Amount
$
Total Project Value
$
926,555.00
$
105,746.00
Land Value
$
Simple ARV
8.69
%
10.35
%
%
Market LTV
13.91
%
LTC - Total Loan Amount
12.41
%
100.00
%
Gross Profit $
1,011,111.00
Gross Profit Margin
91.00
%
`
108.61
%
%
%
%
Fees & Costs
Origination Points @
Points
Include Closing Cost Financed
$
Lock Origination Fee
Closing Cost Financing Fee
$
Application Fee
$
Estimated Title Insurance Fees
$
Draws Set Up Fee
$
Valuation - BPO
$
Credit Report
$
Flood Certificate
$
Wire Fee
$
Tax Service
$
Inspection Fees
$
Due Diligence
$
Lender Credit to Offset 3 rd Party Fees
$
Settlement or Closing/Escrow Fee
$
Underwriting Fees
$
Discount Fee
$
Pre paid Interest
$
Insurance Premium
$
Wire Transfer Fee to Title
$
Past Due Property Taxes
$
Wholesale Admin Fee
$
Valuation - AVE
$
Employment Verification Fee
$
Tax Return Order Fee
$
Months
$
$
Broker Points @
Points
Include Closing Cost Financed
$
Lock Broker Fee
Attorney Fee
$
Appraisal Fee
$
Processing Fees
$
Draws Fee
$
Valuation - AVM
$
Background Check
$
Document Preparation
$
Servicing Set Up Fee
$
Flood Service
$
Project Feasibility
$
Ucc/Lien Search
$
$
Recording Fee
$
Property tax
$
Travel Notary Fee
$
Real Estate Taxes
$
Pay Off Liens/Creditors
$
Wire Transfer Fee to Escrow
$
Survey
$
Broker Processing Fee
$
Valuation - CMA
$
Credit Check Fee
$
City/County Tax Stamps
$
Construction Holdback Fee
$
Seller Credits Fee
$
Months
$
$
Per Diem Accrual Type
Use Loan Accrual Type
30/360
30/365
Actual/360
Actual/365
Interest Charged From
Interest Charged End (Inclusive)
:
27 Days
x Per Diem Interest: $
5
5.00
(@
12
%
) = Accrued Per Diem Interest: $
135.00
Total Fees & Costs
$
5,881.00
Percentage of Closing Cost Financed
%
Net Lender Funds to Title
($5,881.00)
Total Loan Amount
$
115,000.00
Lender notes on closing costs and any additional fees.
Include notes on term sheet?
Additional Loan Settings
Funding As
Direct Lender
Balance Sheet Lender
Broker
Correspondent
Syndicate
Joint Venture Partner
Lien Position
- Select -
1st lien
2nd lien
3rd lien
Do you want to calculate buyer interest rate based on Monthly Payment?
Yes
No
Buyer interest rate based on Monthly Payment
Is this loan being cross collateralized?
Yes
No
How many properties are collateralized? (including subj property)
Are these properties owned under the same entity as subject property?
Yes
No
Borrower Occupancy
- Select -
Investment
Doc Type
- Select -
12 Month Bank Statements
24 Month Bank Statements
Full Doc
Lite doc
No Doc
Stated doc
Principal Repayment
- Select -
Interest Only
Principal + Interest
Principal & Interest
Payment Frequency
- Select -
Daily (365/Yr)
Daily (360/Yr)
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Twice a Month (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Application Loan/Exit Plan
Fix & Flip
Fix & Hold
Wholesale/Re-sale
Refi
Application Loan/Exit Plan Other
Account Executive Loan/Exit Plan Notes
Loan/Exit Plan
Fix & Flip
Fix & Hold
Wholesale/Re-sale
Refi
Long Term Rental
Short Term Rental
AirBnb
Build and Sell
Other
Loan/Exit Plan Explanation
Will be remodeling and flipping
What is the projected rental income per month?
$
Expected timeline to exit
Is this Loan subject to a Balloon Payment?
Yes
No
Is there a prepayment penalty for paying in excess of 20% of the original or unpaid loan balance?
Yes
No
Is this loan based on limited or no Documentation of your Income and/or Assets?
Yes
No
Will borrower personally guarantee this loan?
Yes
No
Loan Guarantee
-- Select One --
Recourse
Non-Recourse
Assumability
Yes - See Terms & Conditions
No
Security Instrument
-- Select One --
Deed of Trust
Mortgage
Security Deed
Do you own the land?
Yes
No
Estate will be held in
-- Select One --
Fee Simple
Fee Simple Absolute
Fee Simple Defeasible
Leasehold
Life Estate
Tenancy in Severalty
Tenancy in Common
Joint Tenancy
Tenancy by Entirety
Use Of Funds
234523
Current Mortgage Refinance Info
Current Mortgage Refinance Info
1
Lien Number
Pay-Off Amount
$
VOM Status
Payoff Status
Original Purchase Date
02/24/2023
Current Lender
Current Lender Full Address
Current Lender Email
Original Purchase Price
$
Maturity Date of Loan
$
Pre-Payment Penalty $
$
Pre-Payment Penalty %
$ 0
Cost of Improvements made
$
Are taxes and insurance included in the payment?
Monthly Payment
$
Current Rate
0.000 %
Current Loan Balance
$
Good Through Date
$
Original Loan Balance
$
Current Mortgage Refinance Info
2
Lien Number
Pay-Off Amount
$
VOM Status
Payoff Status
Original Purchase Date
Current Lender
Current Lender Full Address
Current Lender Email
Original Purchase Price
$
Maturity Date of Loan
$
Pre-Payment Penalty $
$
Pre-Payment Penalty %
$ 0
Cost of Improvements made
$
Are taxes and insurance included in the payment?
Monthly Payment
$
Current Rate
0.000 %
Current Loan Balance
$
Good Through Date
$
Original Loan Balance
$
Subject Property Details
S.No
Address
Unit #
Is Main
Location
Municipality
Type
Value
1
Prop 3 address, prop3 city, 33333
Yes
Condo
2
123, 111, collateral city, Florida, 43434
111
Single Family Home
1,000,000.00
3
123, Newport Beach, California, 92663
1) Prop 3 address, prop3 city, 33333
Main
Is this the main subject property?
Property Location
Subject Address
prop 3 address
Subject Unit#
Subject City
prop3 city
Subject State
Subject Zip Code
33333
Subject Country
Subject Property County
Location
Municipality
Parcel No
Legal Description
District
Section
Block
Lot
MSA
Property Characteristics
Subject Property Type
Condo
Condo Eligibility
Total Sq. Ft
Lot Size
Year Built
0
Features
Adj. Sq Ft
Waterfront
No
Construction Type
Construction Method
Year Purchased:
0
Value Added View
No
Type of View
Type Of Frontage
Other
No of rooms
0
Bedrooms
0
Bathrooms
0
# Half Baths
0
Basement
No
Basement finished?
No
Garage
No
Rentable Sq. Ft.
0
# of Parking
0
# of buildings
0
Property Pool Indicator
No
Future Property Type
Future Bedrooms
0
Future Bathrooms
0
Future # Half Baths
0
Is This Mid-Construction
No
What percentage of construction is complete?
0 %
Stabilized Rate
0.000 %
# of units
0
Future # of Units
0
Property Value
# of parcels
0
Current # of ADU(s)
0
Future # of ADU(s)
0
Owner Occupancy %
0
Current Commercial Tenant Occupancy Rate %
0
Anchor Tenant Y/N?
No
Anchor Tenant Name
What % is CRE
0
What % is resi
0
Property Class
# of Stories
0
Lease Type
Lease Validation
Other
How Is The Property Currently Leased?
Is This a Planned Unit Development
No
PUD Name
Market Rents
Property Analysis
Allocated Loan Amount
Annual Hazard Insurance
Annual Flood Insurance
Total Hazard + Flood Insurance
Annual Property Tax
Property Tax Source
Annual HOA Fees
0.00
Annual Total Expenses
Total Existing Lien Payoffs
Gross Operating Income
Net Operating Income
30-Year Amortization Payment
Interest-only Payment
PITIA
ITIA
Value Used For Metrics(Purchase or AIV)
Required Valuation Methods
Allocated LTP (Loan-To-Purchase)
%
Allocated LTV
%
Qualifying Allocated LTV
%
30-Yr AM DSCR
0.000
%
Property Details
Estimated Property Value
After Repair Value
Is Subject Property Listed for Sale?
No
Property List Price
Property List Date
Is construction or rehab complete?
No
Cost Spent?
Pay Off Lien Release
Purchase Price
Property LTV
0
Loan to purchase Price
0
Loan-To-After-Repair Value (LTARV)
0
Acquisition Date
Zillow value
3
Get Zillow Value
Price Per Door
0
URL link 1 to Property
URL link 2 to Property
Subject Present Occupancy
Occupancy Notes
Subject Property Condition
Condition Notes
Year Renovated?
0
Tax year
0
Annual Property Taxes
Itemized Property Taxes
Annual Property Tax
$
Calculate from itemized taxes
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Label
Amount
Status
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Actions
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to add one.
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Add Itemized Tax
-- Select --
County
City
Village
School
Special District
CDD
Assessment
Water/Sewer
Other
—
$
Owed
Paid
In Dispute
Delete
Delete row?
Confirm
Cancel
Property Tax Due Date
Past Due Property Taxes: $
0
Lien Release/Payoff Amt
MLS Number
0
Annual Insurance Premiums
How long will it take for rehab to complete?
0
In Months
Property Access
Who to contact for property access? Name
prop 3 contact
Email
[email protected]
Lock Box Info
3333
Phone:
(333) 333-3333
Can we obtain interior access?
No
Relationship
Relationship
Rent Roll
Rent Roll
1
Tenant Name
Unit Type
Unit #
Sq Ft
Bedroom
0
Bath
0
Half Baths
0
Lease Start Date
02/13/2024
Lease End Date
02/13/2024
Date of Last Rent Increase
02/13/2024
Lease Payment Frequency
Lease Extension End Date
02/13/2024
Move in Date
02/13/2024
Preliminary Estimated Rents
Preliminary Rent Source
Market Rents
120% Market Rents
Market Rent Source
Actual Rents
Lease Validation
Monthly Rent
Subsidized
No
Vacant
No
Section 8
No
Comments
File Upload
Property Flood Certificates
Property Flood Certificates
1
Is Building in a Special Hazard Zone
Flood Zone
Flood Certificate Company
Date of Determination
NFIP Map Number or Community Panel Number
NFIP Map Panel Effective/Revised Date
Flood Certificate Number
Notes
NFIP Non-Participating
0
NFIP Community Id
NFIP Community Name
NFIP State Code
NFIP County Name
NFIP Participation Status
Regular
Emergency
Non-Participating
NFIP Participation Start Date
NFIP Community FIRM Date
NFIP Map Panel
Map Panel Suffix
Map Identifier
Map Indicator
Data Revision Type
LOMA
LOMR
None
LOMR Date
Life of Loan
Partial Determination
Split Determination
Protected Area Indicator
Protected Area Designation Date
Appraisers Information
Appraiser
1
Appraiser First Name
Appraiser Last Name
Email
Appraiser Company
Phone
As Is Value
Appraiser Sales Comparison Approach
Appraiser Income Approach
Rehabbed Value
Monthly Rent
Job Types
Date Obtained
Appraisal Status
Requested Return Date
Rush Order
No
Order Date
Comments
Upload Appraisal
Appraisal Effective Date
Primary Appraisal ECOA Delivery Date
Appraisal Inspection Date
Expected Delivery Date
Expected Delivery Delay #
0
Supplemental Product Form Type 1
Effective Date 1
Supplemental Product ECOA Delivery Date 1
Supplemental Product Form Type 2
Effective Date 2
Supplemental Product ECOA Delivery Date 2
Supplemental Product Form Type 3
Effective Date 3
Supplemental Product ECOA Delivery Date 3
HOA information
is there a HOA?
No
Are HOA fees paid current?
No
Monthly HOA Fees
Delinquency Total?
Contact Name
Email
HOA Company Name
Address
City
State
ZipCode
Contact Phone #
Fax #
Does HOA Allow Rentals
No
Is AirBnb Allowed
No
HOA applies to all properties
No
Is Community 55+?
No
Notes
Is there a Master/Secondary HOA/COA?
No
Amount
Contact Name
Email
HOA Company Name
Address
City
State
Zip Code
Notes
2) 123, 111, collateral city, Florida, 43434
Is this the main subject property?
Property Location
Subject Address
123
Subject Unit#
111
Subject City
collateral city
Subject State
Florida
Subject Zip Code
43434
Subject Country
US
Subject Property County
Dixie
Location
Municipality
Parcel No
Legal Description
District
Section
Block
Lot
MSA
Property Characteristics
Subject Property Type
Single Family Home
Condo Eligibility
Total Sq. Ft
Lot Size
Year Built
0
Features
Adj. Sq Ft
Waterfront
No
Construction Type
Construction Method
Year Purchased:
0
Value Added View
No
Type of View
Type Of Frontage
Other
No of rooms
0
Bedrooms
0
Bathrooms
0
# Half Baths
0
Basement
No
Basement finished?
No
Garage
No
Rentable Sq. Ft.
# of Parking
0
# of buildings
0
Property Pool Indicator
No
Future Property Type
Future Bedrooms
0
Future Bathrooms
0
Future # Half Baths
0
Is This Mid-Construction
No
What percentage of construction is complete?
0 %
Stabilized Rate
0.000 %
# of units
0
Future # of Units
0
Property Value
200,000.00
# of parcels
0
Current # of ADU(s)
0
Future # of ADU(s)
0
Owner Occupancy %
0
Current Commercial Tenant Occupancy Rate %
0
Anchor Tenant Y/N?
No
Anchor Tenant Name
What % is CRE
0
What % is resi
0
Property Class
# of Stories
0
Lease Type
Lease Validation
Other
How Is The Property Currently Leased?
Is This a Planned Unit Development
No
PUD Name
Market Rents
Property Analysis
Allocated Loan Amount
Annual Hazard Insurance
1,200.00
Annual Flood Insurance
1,200.00
Total Hazard + Flood Insurance
2,400.00
Annual Property Tax
1,200.00
Property Tax Source
Annual HOA Fees
1,200.00
Annual Total Expenses
4,800.00
Total Existing Lien Payoffs
Gross Operating Income
2,400.00
Net Operating Income
2,000.00
30-Year Amortization Payment
Interest-only Payment
PITIA
400.00
ITIA
400.00
Value Used For Metrics(Purchase or AIV)
Purchase Price
Required Valuation Methods
Allocated LTP (Loan-To-Purchase)
%
Allocated LTV
%
Qualifying Allocated LTV
%
30-Yr AM DSCR
6.000
%
Property Details
Estimated Property Value
1,000,000.00
After Repair Value
2,700,000.00
Is Subject Property Listed for Sale?
No
Property List Price
Property List Date
Is construction or rehab complete?
No
Cost Spent?
Pay Off Lien Release
Purchase Price
1,000,000.00
Property LTV
0
Loan to purchase Price
0
Loan-To-After-Repair Value (LTARV)
0
Acquisition Date
Zillow value
0
Get Zillow Value
Price Per Door
0
URL link 1 to Property
URL link 2 to Property
Subject Present Occupancy
Occupancy Notes
Subject Property Condition
Condition Notes
Year Renovated?
0
Tax year
0
Annual Property Taxes
1,200.00
Itemized Property Taxes
Annual Property Tax
$
Calculate from itemized taxes
This section is
disabled
. Itemized rows are
preserved
but not editable. Check
"Calculate from itemized taxes"
above to enable editing and use the sum as the Annual Property Tax.
One or more rows have
Type = Other
but no Label. Specify a Label before saving.
Type
Label
Amount
Status
Due Date
Actions
No itemized taxes yet. Click
+ Add Itemized Tax
to add one.
Total of Itemized Taxes:
Paid rows are excluded from the total.
Add Itemized Tax
-- Select --
County
City
Village
School
Special District
CDD
Assessment
Water/Sewer
Other
—
$
Owed
Paid
In Dispute
Delete
Delete row?
Confirm
Cancel
Property Tax Due Date
Past Due Property Taxes: $
0
Lien Release/Payoff Amt
MLS Number
0
Annual Insurance Premiums
1,200.00
How long will it take for rehab to complete?
0
In Months
Property Access
Who to contact for property access? Name
Email
Lock Box Info
Phone:
Can we obtain interior access?
No
Relationship
Relationship
Rent Roll
Rent Roll
1
Tenant Name
bob
Unit Type
Unit #
Sq Ft
Bedroom
2
Bath
2
Half Baths
0
Lease Start Date
02/13/2024
Lease End Date
02/13/2024
Date of Last Rent Increase
02/13/2024
Lease Payment Frequency
Lease Extension End Date
02/13/2024
Move in Date
02/13/2024
Preliminary Estimated Rents
Preliminary Rent Source
Market Rents
2,500.00
120% Market Rents
3,000.00
Market Rent Source
RentRange
Actual Rents
2,400.00
Lease Validation
Actual Rents
Monthly Rent
2,300.00
Subsidized
No
Vacant
No
Section 8
No
Comments
File Upload
Property Flood Certificates
Property Flood Certificates
1
Is Building in a Special Hazard Zone
Flood Zone
Flood Certificate Company
Date of Determination
NFIP Map Number or Community Panel Number
NFIP Map Panel Effective/Revised Date
Flood Certificate Number
Notes
NFIP Non-Participating
0
NFIP Community Id
NFIP Community Name
NFIP State Code
NFIP County Name
NFIP Participation Status
Regular
Emergency
Non-Participating
NFIP Participation Start Date
NFIP Community FIRM Date
NFIP Map Panel
Map Panel Suffix
Map Identifier
Map Indicator
Data Revision Type
LOMA
LOMR
None
LOMR Date
Life of Loan
Partial Determination
Split Determination
Protected Area Indicator
Protected Area Designation Date
Appraisers Information
Appraiser
1
Appraiser First Name
Appraiser Last Name
Email
Appraiser Company
Phone
As Is Value
Appraiser Sales Comparison Approach
Appraiser Income Approach
Rehabbed Value
Monthly Rent
Job Types
Date Obtained
Appraisal Status
Requested Return Date
Rush Order
No
Order Date
Comments
Upload Appraisal
Appraisal Effective Date
Primary Appraisal ECOA Delivery Date
Appraisal Inspection Date
Expected Delivery Date
Expected Delivery Delay #
0
Supplemental Product Form Type 1
Effective Date 1
Supplemental Product ECOA Delivery Date 1
Supplemental Product Form Type 2
Effective Date 2
Supplemental Product ECOA Delivery Date 2
Supplemental Product Form Type 3
Effective Date 3
Supplemental Product ECOA Delivery Date 3
HOA information
is there a HOA?
Yes
Are HOA fees paid current?
No
Monthly HOA Fees
10,000.00
Delinquency Total?
Contact Name
Email
HOA Company Name
Address
City
State
ZipCode
Contact Phone #
Fax #
Does HOA Allow Rentals
No
Is AirBnb Allowed
No
HOA applies to all properties
No
Is Community 55+?
No
Notes
Is there a Master/Secondary HOA/COA?
No
Amount
Contact Name
Email
HOA Company Name
Address
City
State
Zip Code
Notes
3) 123, Newport Beach, California, 92663
Is this the main subject property?
Property Location
Subject Address
123
Subject Unit#
Subject City
Newport Beach
Subject State
California
Subject Zip Code
92663
Subject Country
Subject Property County
Orange
Location
Municipality
Parcel No
Legal Description
District
Section
Block
Lot
MSA
Property Characteristics
Subject Property Type
Condo Eligibility
Total Sq. Ft
Lot Size
Year Built
0
Features
Adj. Sq Ft
Waterfront
No
Construction Type
Construction Method
Year Purchased:
0
Value Added View
No
Type of View
Type Of Frontage
Other
No of rooms
0
Bedrooms
0
Bathrooms
0
# Half Baths
0
Basement
No
Basement finished?
No
Garage
No
Rentable Sq. Ft.
# of Parking
0
# of buildings
0
Property Pool Indicator
No
Future Property Type
Future Bedrooms
0
Future Bathrooms
0
Future # Half Baths
0
Is This Mid-Construction
No
What percentage of construction is complete?
0 %
Stabilized Rate
0.000 %
# of units
0
Future # of Units
0
Property Value
# of parcels
0
Current # of ADU(s)
0
Future # of ADU(s)
0
Owner Occupancy %
0
Current Commercial Tenant Occupancy Rate %
0
Anchor Tenant Y/N?
No
Anchor Tenant Name
What % is CRE
0
What % is resi
0
Property Class
# of Stories
0
Lease Type
Lease Validation
Other
How Is The Property Currently Leased?
Is This a Planned Unit Development
No
PUD Name
Market Rents
Property Analysis
Allocated Loan Amount
Annual Hazard Insurance
Annual Flood Insurance
Total Hazard + Flood Insurance
Annual Property Tax
Property Tax Source
Annual HOA Fees
0.00
Annual Total Expenses
Total Existing Lien Payoffs
Gross Operating Income
Net Operating Income
30-Year Amortization Payment
Interest-only Payment
PITIA
ITIA
Value Used For Metrics(Purchase or AIV)
Required Valuation Methods
Allocated LTP (Loan-To-Purchase)
%
Allocated LTV
%
Qualifying Allocated LTV
%
30-Yr AM DSCR
0.000
%
Property Details
Estimated Property Value
After Repair Value
Is Subject Property Listed for Sale?
No
Property List Price
Property List Date
Is construction or rehab complete?
No
Cost Spent?
Pay Off Lien Release
Purchase Price
Property LTV
0
Loan to purchase Price
0
Loan-To-After-Repair Value (LTARV)
0
Acquisition Date
Zillow value
0
Get Zillow Value
Price Per Door
0
URL link 1 to Property
URL link 2 to Property
Subject Present Occupancy
Occupancy Notes
Subject Property Condition
Condition Notes
Year Renovated?
0
Tax year
0
Annual Property Taxes
Itemized Property Taxes
Annual Property Tax
$
Calculate from itemized taxes
This section is
disabled
. Itemized rows are
preserved
but not editable. Check
"Calculate from itemized taxes"
above to enable editing and use the sum as the Annual Property Tax.
One or more rows have
Type = Other
but no Label. Specify a Label before saving.
Type
Label
Amount
Status
Due Date
Actions
No itemized taxes yet. Click
+ Add Itemized Tax
to add one.
Total of Itemized Taxes:
Paid rows are excluded from the total.
Add Itemized Tax
-- Select --
County
City
Village
School
Special District
CDD
Assessment
Water/Sewer
Other
—
$
Owed
Paid
In Dispute
Delete
Delete row?
Confirm
Cancel
Property Tax Due Date
Past Due Property Taxes: $
0
Lien Release/Payoff Amt
MLS Number
0
Annual Insurance Premiums
How long will it take for rehab to complete?
0
In Months
Property Access
Who to contact for property access? Name
Email
Lock Box Info
Phone:
Can we obtain interior access?
No
Relationship
Relationship
Rent Roll
Rent Roll
1
Tenant Name
Unit Type
Unit #
Sq Ft
Bedroom
0
Bath
0
Half Baths
0
Lease Start Date
Lease End Date
Date of Last Rent Increase
Lease Payment Frequency
Lease Extension End Date
Move in Date
Preliminary Estimated Rents
Preliminary Rent Source
Market Rents
120% Market Rents
Market Rent Source
Actual Rents
Lease Validation
Monthly Rent
Subsidized
No
Vacant
No
Section 8
No
Comments
File Upload
Property Flood Certificates
Property Flood Certificates
1
Is Building in a Special Hazard Zone
Flood Zone
Flood Certificate Company
Date of Determination
NFIP Map Number or Community Panel Number
NFIP Map Panel Effective/Revised Date
Flood Certificate Number
Notes
NFIP Non-Participating
0
NFIP Community Id
NFIP Community Name
NFIP State Code
NFIP County Name
NFIP Participation Status
Regular
Emergency
Non-Participating
NFIP Participation Start Date
NFIP Community FIRM Date
NFIP Map Panel
Map Panel Suffix
Map Identifier
Map Indicator
Data Revision Type
LOMA
LOMR
None
LOMR Date
Life of Loan
Partial Determination
Split Determination
Protected Area Indicator
Protected Area Designation Date
Appraisers Information
Appraiser
1
Appraiser First Name
Appraiser Last Name
Email
Appraiser Company
Phone
As Is Value
Appraiser Sales Comparison Approach
Appraiser Income Approach
Rehabbed Value
Monthly Rent
Job Types
Date Obtained
Appraisal Status
Requested Return Date
Rush Order
No
Order Date
Comments
Upload Appraisal
Appraisal Effective Date
Primary Appraisal ECOA Delivery Date
Appraisal Inspection Date
Expected Delivery Date
Expected Delivery Delay #
0
Supplemental Product Form Type 1
Effective Date 1
Supplemental Product ECOA Delivery Date 1
Supplemental Product Form Type 2
Effective Date 2
Supplemental Product ECOA Delivery Date 2
Supplemental Product Form Type 3
Effective Date 3
Supplemental Product ECOA Delivery Date 3
HOA information
is there a HOA?
No
Are HOA fees paid current?
No
Monthly HOA Fees
Delinquency Total?
Contact Name
Email
HOA Company Name
Address
City
State
ZipCode
Contact Phone #
Fax #
Does HOA Allow Rentals
No
Is AirBnb Allowed
No
HOA applies to all properties
No
Is Community 55+?
No
Notes
Is there a Master/Secondary HOA/COA?
No
Amount
Contact Name
Email
HOA Company Name
Address
City
State
Zip Code
Notes
Subject Property Cash Flow (Annualized)
150
604.25
Income Info
Residential Gross Potential Income
$60,000.00
Residential Gross Potential Income Residential Calculate from Rent Roll?
Vacancy
$3,000.00
Residential Vacancy Rate
5.000000%
Commercial Gross Potential Income
$
Commercial Gross Potential Income Commercial Calculate from Rent Roll?
Commercial Vacancy
$
Commercial Vacancy Rate
0.000000%
Other Income (Laundry,Parking,Other)
$
Other Income Vacancy
$
Other Income Vacancy Rate
0.000000%
Tenant Contributions
$
Tenant Contributions Vacancy
$
Tenant Contributions Vacancy Rate
0.000000%
Effective Gross Income
$
57,000.00
Expense Info
Annual Property Tax
$450.00
Annual Insurance Policy Premium
$5,000.00
HOA Fees
$1.00
Operating Expenses
$3,000.00
Water / Sewer
$
Electricity
$
Gas
$
Repairs/Maintenance
$
Legal
$
Payroll
$
Misc.
$
Common Area Utilities
$
Elevator Maintenance
$
Replacement Reserves
$
$
Tenant Reimbursements
$
Management Expense
$
%
Total Expenses
$
8,451.00
Net Operating Income
$
48,549.00
Cap Rate
%
Reserves
$
0.00
Reserve Factor
$
Rentable Sq. Feet
Debt Service Ratio
26.97
Cash Available To Service Debt
$
48,549.00
Debt Service Ratio - PITIA
0.00
Gross Annual Rent of Largest Tenant
$
Seller Info
First Name
Sally
Last Name
Seller
Email
[email protected]
Phone
Address
City
State
- Select -
Zip
VENDOR & EQUIPMENT INFORMATION
1
)
Vendor Phone
Vendor Contact
Equipment Type
Equipment Detailed Type
Vin or Serial Number
Year
Sale Price
0.00
New Or Used
New
Used
Make
Model
Quantity
0
Mileage
Equipment Description
Pictures of Property
#
Picture Name
Picture Type
File Type / Size
Uploaded Info
Action
No Records Found
Google API Image
1st Lien Current Mortgage Scenario
Loan Type
Interest Only
12
Current Unpaid Principal Balance
Original Loan Amt
Loan Number
1255455
Notice of Acceleration
Loan Origination Date
Remaining Months
Months Behind (Manual Entry)
Last Payment Made
Days Behind
Transfer of Servicing Date
Original Lender
Current Lender/Servicer
Mortgage Type
0
Mortgage Investor/Owner
0
Monthly Payment Details
150.00
Monthly Taxes
450.00
Monthly Property Insurance
Flood Insurance
Priv. Monthly Mortg. Insurance
2.00
Total Monthly Payment
602.00
Past Due Interest
Out of Pocket Escrow Adv
0
Out of Pocket Escrow Adv
0
Past Due Mtg. Ins
Past Due H.O.A
Late Fees (Not Included)
0
Rep Name & all other contact info....
Rep Name
Phone #
Fax #
Cell #
Address
City
State
Zip
E-mail
Notes
2nd Lien Current Mortgage Scenario
2nd lien Loan Type
Terms
Rate %
0.000
Current Unpaid Principal Balance
Original Loan Amt
Payment
Loan Number
Past Due Interest
Last Payment Made
Current Lender/Servicer
Months Behind (Manual Entry)
Days Behind
Original Lender
Mortgage Type
0
Mortgage Investor/Owner
0
Rep Name & all other contact info....
Rep Name
Phone #
Fax #
Cell #
Address
City
State
Zip
E-mail
Notes
Foreclosure / Default Info
Has the borrower been 30+ days late in the past 12 months ?
2
Is the mortgage currently behind?
NA
Has the borrower received a notice of foreclosure or default by the bank, attorney, or trustee?
Type / Select the date Notice of Default received
Has client received notice of summons?
NA
Type / Select the date Notice of summons received
Type / Select Sales Date if provided by bank/attorney/trustee
Trustee Sale #
Jurisdiction
Index #
Attorney Information
First Name
XYZ Attorney
Last Name
Firm Name
XYZ Law
Email
[email protected]
Phone
Fax
Cell
(305) 606-2360
Address
safak
City
miamiattoney
State
Zip
93933
Trustee Information
First Name
Last Name
Firm Name
Email
Phone
Fax
Cell
Address
City
State
Zip
Notes
Loan Workout Q & A
Do you want to keep the property?
NA
Have you applied for a loan modification?
NA
Date of application
Date of modification
Please provide all details
Has the borrower filed for bankruptcy?
NA
Is the borrower behind on plan payments?
NA
Filing Date
What is the Bankruptcy disposition status?
Bankruptcy Case number
Date discharged
Was the mortgage debt reaffirmed?
NA
Are the property(s) included in the bankruptcy?
NA
Is this home currently listed for sale?
For how long?
For Sale by Owner?
Listing Realtor Name
Real Estate Agency
Listing Phone
Listing Price
Listing Date
Has the borrower received an offer on the property?
Date of offer
Amount of offer
Does the borrower have more than one property?
NA
How many properties?
How many mortgages?
Are the property taxes currently delinquent?
Delinquent tax total?
Which year(s) are delinquent?
How many people live in the property?
0
How many are dependents live in the property?
0
How many vehicles are owned?
0
Is there a person not on the mortgage note who lives in the residence and contributes financially to the household?
NA
How many years has the borrower lived in the property?
Is the borrower a natural person (NOT an entity like corp, llc, trust, etc...) ?
2
Is any borrower a service member?
NA
Has any borrower recently been deployed away from their principal residence or recently received a permanent change of station order?
NA
Is any borrower the surviving spouse of a deceased service member who was on active duty at the time of death?
NA
Answer YES, if you have been convicted within the last 10 years of any one of the following in connection with a mortgage or real estate transaction: (a) felony larceny, theft, fraud or forgery, (b) money laundering or (c) tax evasion.
No
Additional Questions
Transaction Details
Type of Purchase
- Select -
Auction
Foreclosure
HUD
MLS Listing
Off Market
Probate
REO
Sheriff Sale
Short Sale
Wholesale
Is there an accepted purchase agreement?
Yes
No
Purchase Agreement Expiration date
Is there a wholesale fee involved with this purchase?
Yes
No
How much is the wholesale fee?
$
Are there any known hazards or safety issues (mold, foundation, structural, etc.)?
Yes
No
Are professional reports available outlining the issues and remediation?
Yes
No
Any significant changes in the next 12 months?
Yes
No
Please Describe
Is the property subject to any additional liens, encumbrances, or restrictions (i.e. Property Assessed Clean Energy Program aka PACE)?
Yes
No
Please explain
0.00
Are you borrowing any money for this real estate transaction or obtaining any money from a nother party, such as the seller or realtor, that you have not disclosed on this loan application?
Yes
No
If Yes, what is the amount of this money?
$
Purpose(s) of loan
-- Select One --
Working Capital
Start a Business
Accquire a Business
Purchase Inventory
Purchase Machinery or Equipment
Make Building Improvements
Building Acquisition
Refinance Existing Debt
Vacant Lot/Ground-Up Construction
Tear Down and Rebuild
Mid-Construction Refinance
Other
Please Explain
Desired Funding Amount
$
Will this loan be made wholly or in part from broker controlled funds as defined in section 10241(J) of the Business and Professions code?
May
Will
Will Not
Have you or will you be applying for a mortgage loan on another property (not the property securing this loan) on or before closing this transaction that is not disclosed on this loan application?
Yes
No
Is this transaction subject to short sale approval by an existing lender?
Yes
No
Have you or will you be applying for any new credit (e.g. installment loan,credit card, etc) on or before closing this loan that is not disclosed on this application?
Yes
No
Display Notes
Use of Proceeds
Do you have invoices to factor?
Yes
No
Amount
$
Do you have a current loan/advance balance?
Yes
No
Balance
$
Held With
Applicant confirmed all funds are for Business Purposes only
Occupancy
Does the borrower intend to occupy the property as their primary residence?
Yes
No
Have you had ownership interest in another property in the last 3 years?
Yes
No
What type of property did you own?
-- Select One --
Primary Residence
FHA Secondary Residence
Second Home
Investment Property
How did you hold title to the property
-- Select One --
Jointly with Spouse
Jointly with Another Person
Yourself
Does the co-borrower intend to occupy the property as their primary residence?
Yes
No
Do you have a family relationship or business affiliation with the seller of the property?
Yes
No
Secondary Financing
Will there be a 2nd lien or borrowed money for down payment?
Yes
No
Jr. Lien Holder Name
Secondary Financing Amount
$
(If Yes, Provide explanation.)
Title Info
Current Name on Title
New Name on Title
Recording #
Title Order Number
Title Ordered Date
Title Report Date
Title Received Date
Borrower Vesting Information
Title Report
Title Exceptions
Murali Krishna
Title Rep First Name
Murali
Title Rep Last Name
Krishna
Title Company
ABC Title
E-mail
[email protected]
Phone #
3052555566123
Cell
3521122125
Fax
3052544565
Toll Free
8881234567123
Title Address
The Address
Title City
Newyork
Title State
AR
Title Zip
78236
Title Notes
Title notes text blah blah blah
Attorney Info
Barbara Sandoval
Attorney Name
Barbara Sandoval
Attorney Last Name
Attorney Firm Name
Beck Valentine
Bar #
Attorney Phone
19943625985
Attorney E-mail
[email protected]
XYZ Attorney
Attorney Name
XYZ Attorney
Attorney Last Name
Attorney Firm Name
XYZ Law
Bar #
33232
Attorney Phone
1234567890
Attorney E-mail
[email protected]
Escrow Info
Escrow Info : 1
Escrow Rep First Name
Escrow Rep Last Name
Company
E-mail
Phone #
Toll Free
Fax
Cell
Escrow #
Escrow Address
Escrow City
Escrow State
Escrow Zip
General Contractor
First Name
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Financial Advisor
Financial Advisor : 1
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John
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Jacksonville
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ABC Ins llc
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[email protected]
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5555555555
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frstyhrt
CVV #
231
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Tell us more about your scenario & what you are looking for in more detail
This property is next to brickell city center, very few houses in this high end condo financial district. very high end
Terms And Conditions
By submitting this application, you acknowledge that everything is true and correct to the best of your knowledge. If Pre-approved, you authorize us to pull your credit report. Certain fees, like an appraisal fee may not be refundable in the event your loan does not close with us. Additionally you agree to let us send text messages to your cell phone if provided, you may opt out anytime replying with STOP.
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Date (System Generated)
Tue Jul 7 2026 16:28:40 GMT -0400 (EDT)
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Tue Jul 7 2026 16:28:40 GMT -0400 (EDT)
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