Loan Request Form for Real Estate Investors

1️⃣ Borrower Information

Full Name / Entity Name

Borrowing Entity Type: (LLC, Corp, Individual, etc.)

Email *

Phone *

Experience Level

First-time investor

2–5 flips or rentals

6+ completed projects

Credit Score Range (Estimate)

Credit Score Range (Estimate)

680+

640–679

600–639

Below 600

2️⃣ Property Information

Address

Property Address

City

State

Postal Code

Property Type

Single-Family

2–4 Unit

Multifamily (5+)

Mixed-Use

Commercial (Office/Retail/Industrial)

Land / New Construction

Occupancy

Vacant

Occupied / Tenant in Place

Purchase Price (if applicable)

As-Is Value (if appraised or estimated)

After Repair Value (ARV)

Square Footage

Year Built

Estimated Time to Exit

3️⃣ Loan Request Details

Loan Type Requested

Fix & Flip

DSCR / Rental Loan

Bridge Loan

Cash-Out Refinance

Construction / Ground-Up

Loan Amount Requested

Estimated Rehab Budget (if applicable)

Rehab Completion Timeline (months)

Exit-Strategy

Sell (Fix & Flip)

Refinance into DSCR or Conventional Loan

Hold for Cash Flow

4️⃣ Income / Project Performance

(For rentals or stabilized properties)

Monthly Rent (or projected rent)

Operating Expenses (monthly)

Net Operating Income (NOI)

DSCR (if known)

5️⃣ Borrower Contribution / Leverage

Down Payment Available / Equity

Source of Funds

Cash on Hand

Partner Funds

Source of Funds (other)

Requested Leverage (Purchase LTV %)

Requested Leverage (Rehab LTC %)

ARV LTV (if applicable %)

6️⃣ Project Snapshot (Optional Uploads)

These help speed up lender matching and determine fundability.

Purchase Contract

Rehab Scope of Work / Budget

Rent Roll (if applicable)

Photos or Broker Opinion of Value (BOV)

Operating Statement or T-12 (for income-producing)

Entity Formation Docs or EIN Letter