Quick Application Form

What kind of program are you looking for?

:

Where are you in the process?

Lead Source

Broker/Referring Party

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?

Yes No

(If Yes, Provide explanation below.)

Yes No

SBA Questions

$

Payroll Loan Amount:

$

Payroll Rent/Mortgage Interest
Utilities Other

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

Yes No

Loan Amount

$

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

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

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

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

Yes No

Describe Your Overall Real Estate Investment Experience

Typical Transactions

$

to

$

$

to

$

$

to

$

$

to

$

to

to

to

to

to

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

Business Entity

Yes No

Foreclosure / Default Info

Yes No NA

Yes No NA

Yes No NA

Yes No NA

Attorney Information

Trustee Information

Loan Workout Q & A

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

$

$

Monthly Payment Details

$

$

$

$

$

$

Total Monthly Payment

$

$

$

$

$

$

Rep Name & all other contact info....

2nd Lien Current Mortgage Scenario

$

$

$

Rep Name & all other contact info....

VENDOR & EQUIPMENT INFORMATION

1 )

New Used

Options

Loan Terms

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

Title Info

Title Rep First Name

Title Rep Last Name

Title Company

E-mail

Phone #

Attorney Info

Attorney Name

Attorney Firm Name

Attorney Phone

Attorney E-mail

Insurance Company Info

Insurance Rep First Name

Insurance Rep Last Name

Name of Company

E-mail

Phone

Insurance Rep Notes

Escrow Info

HMDA - (Borrower)

Do you wish to furnish this information?

Yes No NA