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𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗔𝗽𝗽
𝙋𝙡𝙚𝙖𝙨𝙚 𝙥𝙧𝙤𝙫𝙞𝙙𝙚 𝙩𝙝𝙚 𝙛𝙤𝙡𝙡𝙤𝙬𝙞𝙣𝙜 𝙞𝙣𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝙄 𝙬𝙞𝙡𝙡 𝙥𝙧𝙤𝙫𝙞𝙙𝙚 𝙮𝙤𝙪 𝙖𝙣 𝙚𝙨𝙩𝙞𝙢𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙇𝙤𝙖𝙣 𝙩𝙚𝙧𝙢𝙨. 𝙄𝙛 𝙮𝙤𝙪 𝙝𝙖𝙫𝙚 𝙖𝙣𝙮 𝙦𝙪𝙚𝙨𝙩𝙞𝙤𝙣𝙨 𝙤𝙧 𝙘𝙤𝙣𝙘𝙚𝙧𝙣𝙨, 𝙥𝙡𝙚𝙖𝙨𝙚 𝙘𝙤𝙣𝙩𝙖𝙘𝙩 𝙪𝙨.
𝙀𝙢𝙖𝙞𝙡 𝙗𝙚𝙡𝙤𝙬 𝙨𝙝𝙤𝙪𝙡𝙙 𝙗𝙚 𝙩𝙝𝙚 𝙥𝙧𝙞𝙢𝙖𝙧𝙮 𝙥𝙤𝙞𝙣𝙩 𝙤𝙛 𝙘𝙤𝙣𝙩𝙖𝙘𝙩 𝙛𝙤𝙧 𝙩𝙝𝙞𝙨 𝙨𝙪𝙗𝙢𝙞𝙨𝙨𝙞𝙤𝙣.
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𝗥𝗘𝗤𝗨𝗘𝗦𝗧 𝗜𝗡𝗙𝗢 ( 𝙉𝙚𝙚𝙙𝙚𝙙 𝙩𝙤 𝙋𝙧𝙞𝙘𝙚 𝙊𝙪𝙩 𝘼𝙡𝙡 𝙇𝙤𝙖𝙣 𝙎𝙘𝙚𝙣𝙖𝙧𝙞𝙤𝙨 )
Borrower Name/Business Entity
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Birth Date
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MM
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DD
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YYYY
SSN
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Marital Status
Married
Unmarried
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Primary Residence ( City/State/Zip ) - 2 Year History
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Borrower Contact Information ( Phone number and Email )
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Estimated Credit Score
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How Many Flips Completed in The Last 3 years?
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How Many Rentals Owned in The Last 3 years?
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Borrower's Multi - Family ( 5+) and Mixed - Used Experience ( Overall & in Nearby Area )
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Borrower's Short- Term Rental Experience ( Overall )
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Borrower's Liquidity Position and Overall Net Worth ( Estimate )
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Borrower's Total Number of Other Mortgages
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Subject Property Address
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Loan Type
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Purchase
Construction
Refi
Fix & Flip
Cash - Out
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Property Type
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SFR
2 - 4
Multi - Unit ( 5+ )
Condo
Retail - Office
Land
Mixed Use
Warehouse
Condotel
Special Purpose
Number of Units ( Max Allowed is 20, No Mixed Use )
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Submarket Occupancy ( If Available )
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Purchase Price
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As-Is Value ( If Different from Purchase Price )
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Mortgage Balance / Payoff ( If Refi or Cash-out )
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Original Purchase Price and Date ( If Refi or Cash-out )
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Annual Property Taxes
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Annual Flood
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Annual HOA
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Annual Insurance Premium
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Actual Rent
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Market Rent
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Gross Potential Rent
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Current Occupancy of Subject Property
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Property Expenses ( Utilities, Property Management , etc )
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Exit Strategy
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𝗙𝗜𝗫 & 𝗙𝗟𝗜𝗣 (𝙁𝙞𝙡𝙡 𝙞𝙣 𝙏𝙝𝙚𝙨𝙚 𝙁𝙞𝙚𝙡𝙙𝙨)
Rehab Budget
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Projected ARV
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Number of Floors
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𝟯𝟬- 𝗬𝗘𝗔𝗥 𝗣𝗥𝗢𝗗𝗨𝗖𝗧 (𝙁𝙞𝙡𝙡 𝙞𝙣 𝙏𝙝𝙚𝙨𝙚 𝙁𝙞𝙚𝙡𝙙𝙨)
Previous Rehab Completed ( If Applicable )
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Is Property Managed by Property Management Company?
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How did you hear about us?
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Internet
Realtor
Business Referral
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