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Sales Rep Intake Form
First Name
*
Last Name
*
Phone
*
Do you have an active deal that you'd like to discuss?
*
Yes
No, I'm just looking for information
What type of loan do you need?
*
Fix & Flip
Rental / DSCR
Ground-up Construction
Stabilized Bridge
Completed flips last three years (must show on title)
*
0
1-2
3-5
5+
Completed Ground Up Projects last three years (must show on title)
*
0
1-2
3-5
5+
How did you hear about us?
*
Social Media
Flipping School
Word of mouth, referral
Other
Investment Property Street Address
Investment Property City
Investment Property State/Province
*
Investment Property Postal/Zip Code
Purchase Price
*
Rehab Amount
*
ARV
Are you planning to use gap funds for down payment/closing costs?
Yes
No
Is the property under contract?
Yes
No
Requested Closing Date
Do you own any rental properties?
*
0
1-5
5+
Transaction Type
*
Purchase
Rate & Term Refinance
Cash Out Refinance
No elements found. Consider changing the search query.
List is empty.
What will the purchase price be?
Current estimated value of the property
Original Purchase Date
Original purchase price?
Outstanding Loan Amount / Payoff
Did you rehab the property?
Yes
No
What was the total cost of the rehab?
Is the property currently leased?
Yes
No
What is the current rent per the lease?
Market Rent (if different that current rent)
Approximate Annual Taxes
Approximate Annual Insurance
Monthly HOA (if applicable)
Monthly Property Management Fee (if applicable)
Property Type
*
Single Family Detached
Condo
Townhome
2-4 Units
5-9 Units
10+ Units
Raw Land
Retail Commercial
Industrial Commercial
Other
No elements found. Consider changing the search query.
List is empty.
Do you currently own the land?
Yes
No
Original Purchase Date of Land
Original Purchase Price of Land
Is the land owned free and clear?
Yes
No it is financed
Current Loan Balance
Purchase Price of Land (if not owned)
Current Value of Land
Total Construction Cost / Budget
Estimated Finished Value of the Project
What is the status of plans and permits?
In hand and shovel ready
Applied for permits
Have not yet applied
What is the exit strategy / how do you intend to pay back the loan?
Loan Amount Requested
*
$
Any other comments or remarks:
How much cash can you show in a bank account?
*
$0-$14,999
$15,000-$29,999
$30,000-59,000
$60,000-$99,999
$100,000+
Estimated FICO Score:
*
< 639
640-679
680-699
700-719
740+
Deal Quality
*
Strong – Likely to Close
Solid – Needs Structuring
Weak – Major Gaps
Not Viable
No Current Deal
No elements found. Consider changing the search query.
List is empty.
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