Preliminary Intake for Capital Evaluation

Tell us about your deal. This short questionnaire lets us review structure and positioning and match your scenario with the right capital partners before any formal submission.

Your information is used only for internal evaluation and is not shared beyond underwriting review without your direction. Completing this form is not a loan application or a commitment of capital.

Financing a commercial property (multifamily 5+, office, retail, industrial, storage, hospitality)? Use our full commercial loan application.

Client Profile

Full name *

Company / borrowing entity

Home / cell phone *

Email *

Estimated credit score

Best way to reach you

Property Overview

Property type *

Rental type

Subject property address

Number of units

Building size (sq ft, if commercial)

Transaction Overview

Purchase or refinance? *

Purchase Refinance Cash-out refinance Construction / rehab

Purchase price

Estimated property value

Loan amount requested

Rehab / construction budget

Estimated after-repair value (ARV)

Fix & flip loans go up to 100% of purchase + 100% of rehab, capped at 75% of ARV.

Projects completed in the last 3 years

Target closing

Existing Asset Details

Actual / estimated monthly rent

Monthly taxes

Monthly insurance

Monthly HOA dues

Anything else we should know?

Liquidity on Hand

Current balances. Cash, retirement accounts, crypto and life insurance cash value all count toward the liquidity lenders require.

Cash in banks

Retirement 401(k)

IRA

Crypto holdings

Life insurance cash value

Total liquid assets

We review every submission and follow up with next steps, usually within one business day.

Preliminary Intake for Capital Evaluation

Client Profile

Property Overview

Transaction Overview

Existing Asset Details

Liquidity on Hand

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