Loan Services

1. Loan Type

Fix and
Flip/Rent

Construction
Loan

Bridge
Loan

Rental
Portfolio

Cashout
Refinance

Start-Up Businss Loan

Equipment
Leasing

2. Property Description

Single
Family

2-4
Units

5+
Units

Mixed
Use

Self
Storage

Light
Industrial

Mobile
Home Park

Ware
house

Office
Building

3. Property Use

Sell

Hold and Rent

4. When do you plan to purchase your Property?

Signed a purchase agreement

Offer pending / Found a House

Buying in 30 days

Buying in 2 to 3 Months

Buying in 4 to 5 Months

Buying in 6+ Months

Researching option

5. Are you working with a real estate agent

yes

6. Do you currently own your Primary Residence?

Yes, I own my primary residence

No, I am currently renting

No, I have other living arrangements

7. Are you a first-time home buyer?

yes

9. Down payment

$1,500 to $5,000

$5,000 to $10,000

$10,000 to $20,000

$20,000 to $50,000

$50,000 to $100.000

$100,000+

10. What is your current employment status?

Employed

Self-Employed/Business

Retired

11. Do you have a 401k

We may be able to use some of the funds in your 401(k) for your downpayment

yes

12. If yes to 401k how much do you have in your 401k

Less then $30,000

$30,000 - $50,000

$50,000 - $75,000

$75,000 - $100,000

Greater then $100,000

13. What is your household gross (before taxes) annual income?

Less then $30,000

$30,000 - $50,000

$50,000 - $75,000

$75,000 - $100,000

Greater then $100,000

14. Your Credit Profile

Below Avg.
580-619

Avg.
620-659

Good
660-719

Excellent
720+

16. First Name Last Name

17.

Email Address

18. Best time for us to contact you

Morning

Afternoon

Evening

20.

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Phone

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