Intake Form – Real Estate Real EstateCompany Name*Contact Name*Contact TitleContact Email* Contact Phone Number* How did you hear about us ?Ownership Structure and PercentagesType of FinancingPurchaseRefinanceProperty Estimated ValueIs an appraisal or BPO available?YesNoHow was the value determined?What size loan are you seeking?Length of loan term you are seeking?Owner Occupied or Non-owner OccupiedOwner OccupiedNon-owner OccupiedAddress of Property & CountyProperty TypeWarehouseGreenhousesFarmRetailOtherOthers, Please Specify:For PurchaseIf Purchase is agreement executed ?YesNoDate To Close MM slash DD slash YYYY Purchase PriceIf purchase, source of down payment and amount?Property TypeWarehouseGreenhouseFarmRetailOtherOthers, Please Specify:Price per sq ft.If purchase, is rehab needed ? If so how much estimated will it be ?For RefinanceOriginal Purchase Price And DateIf cash out what are use of proceeds?How was it originally financed?ie.amount of down payment, owner carry, new loan and amountsWhat are the existing loan(s) and amount and interest rate?ie.amount of down payment, owner carry, new loan and amountsIf substantial renovation has occurred amount spent on the improvements. Are receipts available to show the improvements?Entity Title Is Held InOwner's InformationOwner 1Owners Financial Profile Credit Score, Net Worth, Income Ave. Last 3 Years*Owner 2Owners Financial Profile Credit Score, Net Worth, Income Ave. Last 3 YearsOwner 3Owners Financial Profile Credit Score, Net Worth, Income Ave. Last 3 YearsGoal( s) For This TransactionHow did you learn about us?Any additional files you would like us to see please upload here: Drop files here or Select files Max. file size: 50 MB. NameThis field is for validation purposes and should be left unchanged. Δ
