Loan Request Form

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Property & Renovation Overview

Approved Borrower Name

Will the borrower be the primary point of contact?

Borrower Contact Name (If different Contact Name)

Borrower Cell

Borrower Email

Date Form Submitted

Please input date as MM/DD/YYYY

Purchase or Refinance?

Is the subject property under contract?

Property Type?

Number of Units?

Borrower Cash Reserves (approx)

Estimated Loan Closing Date

Please input date as MM/DD/YYYY

Would you like to close sooner?

What entity is this closing under?

Are you current on your tax filings?

Subject Property Address

Street

City

State

Zip Code

Property County

Property Date Refi

Property Purchase Date

Property Purchase Price

Rehab cost spent so far (if applicable)

Rehab cost still needed (if applicable):

Estimated After Repair Value (ARV)

Tax Assessors ID Number (If new construction)

Exit Strategy (Flip or Hold as a Rental)

Is there a mortgage on the property?

Current mortgage balance on the property(if applicable):

Property Data Purchase

Contract Purchase Price (Or Hud Sale Price)

Estimated Total Rehab/Construction (Budget)

Estimated After Repair Value (ARV)

Tax Assessors ID Number (If new construction)

Exit Strategy (Flip or Hold as a Rental)

Property Attributes

Year Built

Final Bed/Bath Count

Final Square Footage

Is there a Finished Basement?

Number of Garage Spaces?

Is it Occupied?

Provide brief description of Rehab goals and/or any special requests for your quote (e.g. note if you do NOT plan to finance the Rehab/Construction portion):

Questions regarding interest rates, origination fees and approval terms should be directed to your Loan Officer.

*Prior to Closing, a separate line-item Rehab/Construction Budget Form will be provided by for completion (DFS to approve Budget and confirm the estimated ARV).

**If new Construction, a Legal Description of the site will be needed, however such can be provided after the Loan Quote is received (Loan Processing will request).

Access & Third-Party Contact Information

*NOT REQUIRED FOR LOAN QUOTE -- Please provide to facilitate processing. However, if contact info. is not readily available, submit after your quote is received (during loan processing)

Access Info For Photos - Lockbox or Point of Contact (POC) *

Lock-box code (Recommended to facilitate photos/no coordination needed)

Name of Point of Contact (POC) to coordinate access

Point of Contact Email

Title Company and/or Closing Attorney Contact Information For Closing

Title Company or Closing Attorney - Contact Person (s)

Title Company or Closing Attorney - Email

Title Company or Closing Attorney - Phone

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Contact Information