Quick Application Form

Loan Officer/Mortgage Broker

Are you a Mortgage Broker or working with one?

Yes No

Please select your Mortgage Broker

Email Address

First Name

Last Name

Company Name

Phone Number

Yes No

Co-borrower Information

Borrower Background

Are you a U.S. Citizen?

Yes No

SBA Questions

$

Payroll Rent/Mortgage Interest
Utilities Other

Yes No

$

Yes No

Loan Amount

$

Yes No

Co-borrower Background

Borrower Experience

Does borrower have Fix & Flip or Buy & Hold experience?

Yes No

# of years of experience?

# of properties completed in last 36 months

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Yes No

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Yes No

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Property Type

Purchase date

Purchase Price

Amount Financed

Rehab Budget

Entity Name

Ownership %

Exit

Address

City

State

Zip

Upload HUD

Yes No

Does borrower own investment properties?

Yes No

How many?

Yes No

Amount of Liquid Reserves?

Typical Transactions

$

to

$

to

$

to

$

to

$

to

Co-borrower Experience

Assets (Include Borrower + Co-borrower amounts if any)

Type

Estimated Value ($)

Amount Owed ($)

$

Total:

$

Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

Additional Guarantors

Yes No

Business Entity

Yes No

Subject Property Details

Property Location

Subject Address

Subject City

Subject State

Subject Zip Code

Urban Rural Suburban

Property Characteristics

Subject Property Type

Yes No

Property Details

$

Get Zillow Value

Subject Property Condition

$

In Month

Property Access

Yes No

Loan Workout Q & A

Yes No NA

$

Yes No NA

$

Yes No NA

$

VENDOR & EQUIPMENT INFORMATION

1 )

New Used

Options

Loan Terms

Refinance Current Mortgage

Original Purchase Date (estimate is fine)

Original Purchase Price

$

Cost of Improvements made

$

%

Yes No

Current Loan Balance

$

Subject Property Cash Flow (Annualized)

$

Vacancy

$

%

Effective Gross Income

$

Net Operating Income

$

Cap Rate

%

Reserves

$

Debt Service Ratio

%

Cash Available To Service Debt

$

Additional Questions

Is there an accepted purchase agreement?

Yes No

$

Yes No

Other Business/Affiliate Information

Type

Estimated Value ($)

Amount Owed ($)

Total:

$

$

Total Est. Value

- Total Amt Owed

= Total Net Worth

$

- $

= $

General Business Info

Location/Property Details

Business Details

Business Financials

Members/Officers (List all members with 20% ownership or more.)

Property Location

Property Characteristics

Property Details

Get Zillow Value

Property Access

$

$

$

$

$

$

$

$

%

%

%

%

%

%

%

$

$

$

%

$

%

$