Submission Form for Quotation

Guarantor(s) First Name

Guarantor(s) Last Name

Entity type

Guarantor's Entity Name

Guarantor's Phone Number

Guarantor's Email

Loan Officer

Broker Name

Broker's Phone Number

Broker's Email

Citizenship Status

Credit Score

Liquidity Amount ($)

Experience (Number of Similar Transactions)

Subject Property Address

Transaction type

Purchase

Refinance

Product Type

Property Type

Number of Units

Desired Loan Amount

Purchase Price

As Is Value

Rehab Budget

Current/Estimated Monthly Rent

Annual HOA

Annual Property Taxes

Annual Insurance

Occupancy (%)

Other Notes and Comments

Personal Financial Statement

Schedule of Real Estate Owned

Bank Statements / Proof of Liquidity

Identification

Entity Documents

Articles of Incorporation, EIN, Operating Agreement, Resolutions

Lease(s)

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