NOO Intake Form Non Owner Occupant (1 to 4 family) Intake 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 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 based on both the appraised value and a market rent analysis. The loan amount will be determined by the lower of the actual rent received or the market rent value established in the analysis. * Acknowledged The borrower understands that the monthly mortgage payment will include escrow amounts for real estate taxes and insurance premiums. Loan servicing will be handled by a third-party servicer. * Acknowledged The borrower must provide two months of bank statements showing sufficient funds to cover the closing costs, down payment, and maintain a liquid cash reserve. deposits or transfers will require by an explanations. * Acknowledged The appraisal report will be conducted by a licensed third-party vendor. Please ensure that the property's condition complies with local regulations. * Acknowledged Thank you - we will be in touch with you shortly. Your business is appreciated.