NOO Intake Form Non Owner Occupant Investment PropertyIntake Form Client Name * First Name Last Name Client Phone * Country (###) ### #### Client Email * Target Purchase/Refin Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Borrower Residency US Citizen Green Card Foreign National Type of investment property * Single Family Two Family Three Family Four Family Warrantable Condo Non-Warrantable Condo 5 to 10 Units Apartment Building Mixed Used Building Other Client Credit Score * Purchase price or current value $ Loan amount request ($ or %) * Refin or Purchase * Cash Out Refinancing Refinancing Only (No Cashout) Purchase Estimate Monthly Total Rent * Estimate Real Estate Tax (Annual) * Estimate Insurance (Annual) * Does the property belong to an association (Monthly HOA amount) * Does the borrower own a primary property? * Yes No Does the borrower own other investment property? * Yes No For loan broker submission, please provide your name Loan Broker Email Loan Broker Phone Country (###) ### #### Loan Broker Company Name This investment property loan is calculated using both the appraised value and a market rent analysis. The loan amount will be based on whichever is lower: the actual rental income received or the market rent value determined through our analysis. * Acknowledged The borrower understands that their monthly mortgage payment will include escrow for real estate taxes and insurance premiums. A third-party servicer will handle loan servicing. * Acknowledged The borrower understands they must provide two months of bank statements to demonstrate down payment liquidity for the real estate purchase, and/or proof of rental income for refinancing. * Acknowledged A licensed third-party vendor will conduct the appraisal report. Please ensure the property's condition complies with local regulations. * Acknowledged Thank you - we will be in touch with you shortly. Your business is appreciated.