Portfolio Loan Refinance (Quote)

1. Borrowers Name *

First

Last

2. Borrowers Phone

3. Borrowers Email *

4. Is borrower a US Citizen?

5. Company name the Borrower is closing in (must close in a corporate entity)

6. Who makes up the entity and what are their percentages of ownership?

7. How many Properties total?

8. Exact Property types (Ex: SFR, 2-unit, 4-unit)

9. Total current fair market value of the Properties?

10. When does the Borrower need to close?

11. How much Cash on hand does the Borrower have?

12. What is the loan amount requested?

13. How much total debt needs to be paid off on these Properties?

14. When was the most recent Property originally purchased?

15. Is the Borrower seeking cash out? If so how much?

16. How many Properties has the Borrower BOUGHT OR SOLD in the past 3 years? (Primary does not count)

17. How many investment/rental Properties does the Borrower currently own?

18. What is the occupancy percentage of the Properties?

19. How much is the total Monthly Rental income?

20. What are the total Annual Taxes on the Properties?

21. What is the total Annual Insurance on the Properties?

22. If there are any Condos, are they a warrantable or non-warrantable Condo?

23. Total HOA amount (if any)

24. Borrowers Fico Scores?

25. Borrowers Home Address

Address Line 1

Address Line 2

City

State

Zip Code

26. Does the Borrower rent or own? Please list monthly payment.

27. Does the Borrower own any other investment Properties? If so how many?

28. Does the Borrower have any IRS issues, Tax liens, judgments, past bankruptcies, past chapter filings, past foreclosures, recent or pending lawsuits against them? If so please explain and list date.

29. Has the Borrower ever had any deliquent mortgage payments? If so when?