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Credit Score Range
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720 +
680 - 719
620 - 679
600 - 619
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Borrower Background
Yes
No
Has the borrower been declared bankrupt within the past 7 years?
Yes
No
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers?
Yes
No
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
No
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
Yes
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
No
(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
No
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
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(If Yes, Provide explanation below.)
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SBA Questions
$
$
Payroll
Rent/Mortgage Interest
Utilities
Other
Detailed Explanation
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No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
$
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Loan Amount
$
Yes
No
Other Business/Affiliate Information
Company Name
Tax Id/EIN #
Legal Owners/Title/Ownership %
# of employees
Years in Business
Has applied for SBA loans?
Yes
No
Description
Add Other Business Info
Co-borrower Background
Yes
No
Yes
No
Has the borrower been declared bankrupt within the past 7 years?
Yes
No
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers? (If Yes, Provide explanation below)
Yes
No
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
No
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
Yes
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
No
(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
No
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
Yes
No
(If Yes, Provide explanation below.)
Yes
No
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
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Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
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Outcome/Profit
Upload HUD
Property Type
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Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
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In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
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State
;
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Ohio
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Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Yes
No
Yes
No
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Yes
No
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Multi-Fam 2
Multi-Fam 3
Multi- Fam 4
Multi- Fam 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
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
Zip
Outcome/Profit
Upload HUD
Does borrower have any projects currently in progress?
Yes
No
How many?
Does borrower own investment properties?
Yes
No
How many?
Yes
No
Do you have any professional licenses?
Yes
No
Select Professional license
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
Yes
No
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Other
Describe Your Overall Real Estate Investment Experience
Typical Transactions
$
to
$
$
to
$
$
to
$
$
to
$
to
to
to
to
to
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
Co-borrower Experience
Do you have any SOLD fix and flip projects?
Yes
No
NA
# of years of experience?
List 3 examples of past deals (if none put “n/a“):
Address
Outcome/Profit
Upload HUD
# of SOLD investment properties in last 36 months
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Yes
No
NA
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Yes
No
NA
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Do you have any projects currently in progress?
Yes
No
NA
How many?
Does borrower own investment properties?
Yes
No
NA
How many?
Yes
No
NA
Do you have any professional licenses?
Yes
No
Select Professional license
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
Yes
No
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Other
Assets (Include Borrower + Co-borrower amounts if any)
Type
Estimated Value ($)
Amount Owed ($)
$
$
Checking Account(s)
$
Savings/Money Market/ CDs
$
$
$
$
Stocks/Bonds
$
$
$
$
IRA / Keogh Accounts
$
$
401k / ESOP Accounts
$
$
$
$
$
$
Availability under lines of credit
$
$
Home
$
$
Secondary Residences
$
$
Other Real Estate
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Total:
$
$
Total Est. Value
- Total Amt Owed
= Total Net Worth
$
- $
= $
Additional Guarantors
Yes
No
-Select -
Single
Married
An Entity
Divorced
Widowed
- 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
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Tennessee
Texas
Utah
Vermont
Virginia
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West Virginia
Wisconsin
Wyoming
Business Entity
Yes
No
General Business Info
Entity Name (if not formed yet insert TBD)
Entity Type
- Select -
Sole Proprietorship
Partnership
LLC
Corp
S-Corp
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Other
State Of Formation
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Ohio
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Federal Tax ID/EIN
Location/Property Details
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Alabama
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Kentucky
Louisiana
Maine
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Michigan
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Nevada
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New Mexico
New York
North Carolina
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Ohio
Oklahoma
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Pennsylvania
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Rhode Island
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South Dakota
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Texas
Utah
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Washington
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Wyoming
-Select-
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
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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
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Tennessee
Texas
Utah
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Virginia
Washington
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Urban
Rural
Suburban
- Select -
Own
Rent
$
$
Business Details
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Agriculture,Forestry,Fishing
Construction
Manufacturing
Transportation & Public Utilities
Whole Sale Trade
Retail Trade
Finance Insurance Real Estate
Services
Public Administration
Utilities
Transportation and Warehousing
Professional, Scientific,Tech Services
Educational Services
Health Care and Social Assistance
Arts,Entertainment,Recreation
Restaurant,Internet,Mail Order/Telephone Order
NAICS Code look up
Service
Product
B2B
B2C
Yes
No
Yes
No
Yes
No
- Select -
W-2
1099
W-2 & 1099
Cash
Yes
No
Yes
No
Yes
No
Yes
No
1
)
Business Financials
$
$
$
$
$
Members/Officers
(List all members with 20% ownership or more.)
Same as Borrower/Applicant Info Above
Name
Title
% of Ownership
%
- Select -
Alabama
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Arkansas
California
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District of Columbia
Florida
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Name
Title
% of Ownership
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
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District of Columbia
Florida
Georgia
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Idaho
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Michigan
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Name
Title
% of Ownership
%
- Select -
Alabama
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Arkansas
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District of Columbia
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Wyoming
Name
Title
% of Ownership
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
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District of Columbia
Florida
Georgia
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Louisiana
Maine
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Massachusetts
Michigan
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Rhode Island
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Name
Title
% of Ownership
%
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Alabama
Alaska
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Name
Title
% of Ownership
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
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Delaware
District of Columbia
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Kentucky
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Michigan
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New Mexico
New York
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Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
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Utah
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Name
Title
% of Ownership
%
- Select -
Alabama
Alaska
Arizona
Arkansas
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District of Columbia
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Louisiana
Maine
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Michigan
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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
Name
Title
% of Ownership
%
- 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
Name
Title
% of Ownership
%
- 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
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Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
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Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
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Wyoming
Name
Title
% of Ownership
%
- Select -
Alabama
Alaska
Arizona
Arkansas
California
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Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
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Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
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Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
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Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
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Utah
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Virginia
Washington
West Virginia
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Add More Members/Officers Info
Subject Property Details
Property Location
Subject Address
Subject City
Subject State
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Kentucky
Louisiana
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Maryland
Massachusetts
Michigan
Minnesota
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Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
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Ohio
Oklahoma
Oregon
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Subject Zip Code
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Urban
Rural
Suburban
Property Characteristics
Subject Property Type
- Select -
---Residential---
Single Family Home
Condo
Condo Low Rise
Condo High Rise
Loft
TownHouse
SRO
Manufactured
Duplex
3 Units
4 Units
Multi-Family
Multi-Family-2
Multi-Family-3
Multi-Family-4
Lot/Land
---Commercial---
Apartment Complex
Assisted Living Facility
Auto Repair
Car Wash
Church
Co-Op
Commercial Lot/Land
Condotel
Construction
Daycare
Developed Land
Funeral Homes
Garage/Storage
Hotel
Laundromat
Light Industrial
Mixed Use
Motel
Multi-Family-5+
Mobile Home Park
Medical Office
New Residential Development
Owner Occupied Business
Office Building
PUD
Retail
Restaurant/Bar
Resorts
Special Purpose Properties
Self-Storage
Strip Mall
Recreational Properties
Tavern
Warehouse
Other
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Brick
Wood Frame
Timber Frame
Wood Panel
Steel Stud
Concrete Block/ICF
Modular/Pre-Fab
Manufactured
-Select-
Site-Built
Manufactured
Modular
Yes
No
-- select --
Class A
Class B
Class C
-- select --
Gross
Net
Mixed
Triple Net
Double Net
Modified Gross
Property Details
$
Get Zillow Value
Subject Present Occupancy
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Vacant
Rented
Leased
Deliquent Renter
Deliquent Owner
Owner Occupied
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Excellent
Good
Fair
Poor
Condemned
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Owner Occupied
Owner Occupied/Vacant
2nd Home
Non-Owner with Tenant
Non-Owner/Vacant
$
In Month
Property Access
Who to contact for property access? Name
Email
Lock Box Info
Phone:
Can we obtain interior access?
Yes
No
Foreclosure / Default Info
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Attorney Information
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Alabama
Alaska
Arizona
Arkansas
California
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Connecticut
Delaware
District of Columbia
Florida
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Idaho
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Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
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New Mexico
New York
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Ohio
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Trustee Information
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Idaho
Illinois
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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
Loan Workout Q & A
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
- Select -
Discharged
Dismissed
Relief of Stay
Active
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
$
Yes
No
NA
$
Yes
No
NA
Yes
No
NA
$
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
1st Lien Current Mortgage Scenario
- Select -
2/28 ARM
3/27 ARM
5/25 ARM
7/1 ARM
10/1 ARM
10 Year Fix
15 Year Fix
20 Year Fix
30 Year Fix
40 Year Fix
40/30 Year Fix
Pay Option Arm
HELOC
Other
ARM
Fixed Rate
Step Rate
Balloon
- Select -
Interest Only
3 Years
5 Years
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
10/30 Years
15/30 Years
40/30 Years
50/30 Years
Remaining Months
$
$
- Select -
0
Imminent Default
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
36+
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FHA
FmHA
VA
Conventional with PMI
Conventional wo PMI
Rural
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Fannie Mae
Freddie Mac
Held in Bank/Lender Portfolio
Private Investor Owned
FHLB
GNMA
Unknown
Monthly Payment Details
$
$
$
$
$
$
Total Monthly Payment
$
$
$
$
$
$
Rep Name & all other contact info....
- 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
2nd Lien Current Mortgage Scenario
- Select -
Fixed 2nd
HELOC
Seller Held 2nd
Other
Adjustable
ARM
Fixed Rate
Balloon
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Interest Only
3 Years
5 Years
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
10/30 Years
15/30 Years
40/30 Years
50/30 Years
Remaining Months
$
$
$
- Select -
0
Imminent Default
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
36+
- Select -
FHA
FmHA
VA
Conventional with PMI
Conventional wo PMI
Rural
- Select -
Fannie Mae
Freddie Mac
Held in Bank/Lender Portfolio
Private Investor Owned
FHLB
GNMA
Unknown
Rep Name & all other contact info....
- 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
VENDOR & EQUIPMENT INFORMATION
1
)
- Select -
vehicle
farming equipment
Construction Equipment
Restaurant Equipment
Office equipment
Medical Equipment
Robotic Equipment
industrial Equipment
New
Used
Options
Loan Terms
Desired Closing Date
$
Borrower Occupancy (We do not do Owner Occupied Loans)
- Select -
Owner Occupied
2nd Home
Investment
- Select -
1st lien
2nd lien
3rd lien
Transaction Type
- Select -
Cash-Out / Refinance
Commercial Cash Out Refinance
Commercial Purchase
Commercial Rate / Term Refinance
Line of Credit
New Construction - Existing Land
Purchase
Rate & Term Refinance
Transactional
Type of Purchase
- Select -
Auction
Foreclosure
HUD
MLS Listing
Off Market
Probate
REO
Sheriff Sale
Short Sale
Wholesale
Loan Term
- Select -
Revolving
1 Month
2 Months
3 Months
4 Months
5 Months
6 Months
7 Months
8 Months
9 Months
10 Months
11 Months
12 Months
13 Months
15 Months
18 Months
24 Months
36 Months
48 Months
60 Months
72 Months
84 Months
120 Months
180 Months
240 Months
300 Months
360 Months
360 Months- 3/1 ARM
360 Months- 5/1 ARM
360 Months- 7/1 ARM
360 Months- 10/1 ARM
%
%
%
Yes
No
- Select -
Interest Only
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
Fixed
Adjustable
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)
Current Loan Balance
Total Loan Amount
Set Manual Payment
Monthly Payment
$ 0
Yes
No
$
$
Yes
No
Yes
No
Yes
No
$
Will the property need rehab or construction?
Yes
No
Acquisition / Purchase Price
$
Property Value (AS-Is)
$
ARV
$
$
Acquisition Down Payment
$
Down Payment %
Initial Loan Amount
$
Initial Loan Amount
$
Rehab/Construction Cost
$
Rehab/Construction Cost Financed
$
$
$
Pay Off Oustanding Taxes
$
$
$
$
$
Total Loan Amount
$
Total Cash Out
$
Total Loan Amount
$
Total Loan Amount
$
$
Total Project Cost
$
$
Simple ARV %
%
Full ARV %
%
Acquisition LTV
%
Market LTV
%
Loan-to-Cost(LTC)
%
% Of Rehab/Construction(Cost Financed)
%
%
Refinance Current Mortgage
Original Purchase Date
Current Lender
Original Purchase Price
$
Cost of Improvements made
$
Monthly Payment
$
Current Rate
%
Yes
No
Current Loan Balance
$
Subject Property Cash Flow (Annualized)
$
Vacancy
$
%
Effective Gross Income
$
$
Net Operating Income
$
Cap Rate
%
Reserves
$
$
Rentable Sq. Feet
Per Unit
Debt Service Ratio
%
Cash Available To Service Debt
$
$
Additional Questions
Yes
No
Yes
No
Will there be a 2nd lien or borrowed money for down payment?
Yes
No
$
(If Yes, Provide explanation below.)
Does the borrower intend to occupy the property as their primary residence?
Yes
No
Loan/Exit Plan
- Select -
Fix & Flip
Wholesale/Re-sale
Refi
Long Term Rental
Short Term Rental
AirBnb
Other
Loan/Exit Plan Explanation
Is the property subject to any additional liens, encumbrances, or restrictions (i.e. Property Assessed Clean Energy Program aka PACE)? Or HOA?
Yes
No
Please explain
Is there a wholesale fee involved with this purchase?
Yes
No
How much is the wholesale fee?
Are you adding square footage?
Yes
No
How many additional square feet are you adding?
$
Working Capital
Start a Business
Accquire a Business
Purchase Inventory
Purchase Machinery or Equipment
Make Building Improvements
Building Acquisition
Refinance Existing Debt
Other
Yes
No
$
Yes
No
$
Title Info