Intake Form

All information is kept strictly confidential. We will follow up with you directly.

Residency Status

Residency status*

Borrower Information

First name*

Last name*

Email*

Phone*

Date of birth*

Social Security Number*

Your credit will not be pulled until given authorization via a third party platform at a later date.

Borrower's Primary Residence

Primary residence street address*

City*

State*

ZIP code*

Years at this address*

How many full years have you lived at this address?

Additional months

Months beyond full years (0–11).

Do you own or rent this primary residence?*

Country of Citizenship & Residency

Country of citizenship*

Country of residency*

Borrower Background

Estimated credit score*

Enter your best estimate (300–850).

Investment properties owned

Bankruptcies / foreclosures / liens (last 3 yrs)

Do you own other investment properties that report on your credit?*

Co-Borrower

Will there be a co-borrower personally guaranteeing the loan?*

Closing Structure

How are you closing?*

Loan Details

Loan type*

Loan purpose*

Property value / purchase price*

Desired LTV %

Requested loan amount ↑ Enter property value & LTV above to auto-calculate

Existing loan amount (payoff balance)* Current unpaid principal balance on the subject property (for refinance, cash-out, rate/term, fix & flip, or construction takeouts)

Estimated ARV (after repair value)

Would you like insurance and taxes to be escrowed with your loan payment?*

Property Information

Property address*

City*

State*

ZIP code*

Property type*

Property condition

Bedrooms

Bathrooms

Square footage

Monthly property taxes*

Monthly property insurance*

Monthly HOA dues

Investment Strategy

Is this a LTR, STR, or PadSplit / co-living investment property?*

Future investment RE strategy

Did you list the property for sale in the last 12 months?*

Do you make an income that could qualify for a bank statement loan?

Desired prepayment penalty (PPP)

# of investment & primary properties owned/sold in last 3 yrs (with mortgages)

# of active credit cards or tradelines

Investment Performance

Property management

Existing debt on property?

Assets & Liquidity

List the accounts where your funds are held. This information is imported directly into the lender portal as verified assets.

Down Payment & Closing Cost Account

Account type*

Institution (bank / credit union name)*

Balance / funds available*

Total cash available for down payment and closing costs.

Primary Liquid Assets Account*

Account type*

Institution (bank / credit union name)*

Total balance*

Combined balance in this account.

Additional Liquidity for Qualification (optional)

Account type

Institution name

Balance

e.g. 401(k), brokerage, crypto, or business accounts you can document if required.

Settlement Services

Have you selected a title company?*

Have you selected an insurance company?*

Timeline & Notes

How soon do you need to close?

How did you hear about us?

Anything else we should know?

Intake Form

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