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Non-Owner Occupancy
Investment Property
Intake Forms
First and Second Lien Options Available
Borrower First Name
*
Borrower Last Name
*
Borrower Email
Phone
Broker Name
Broker Email
Target Purchase/Refin Address
*
Borrower Residency
*
US Citizen
Green Card
Foreign National
Type of investment property
*
Single Family
Two Family
Three Family
Four Family
Five to Ten Unit Apartment
Warrantable Condo
Non Warrantable Condo
Mixed-Used
Other
Refin or Purchase
*
Purchase
Refinancing Only (No Cashout)
Refinancing with Cashout
Client Credit Score
*
Purchase Price or Current Value
*
Loan amount request ($ or %)
*
First / Second Lien Request
First Lien Loan Request
Second Lien Second Request
If refin, current debt ($)
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
The borrower acknowledges that their monthly mortgage payment will include amounts escrowed for real estate taxes and insurance premiums, and that all loan servicing will be performed by a third-party servicer.
*
Acknowledge
The borrower understands that they must provide bank statements to verify the source of funds for down payment (purchase), proof of rental income (refinance), and liquid reserves to cover 3 to 6 month payments.
*
Acknowledged
The appraisal will be conducted by an independent Appraisal Management Company (AMC) and performed by a licensed third-party appraiser. Borrower is responsible for ensuring that the property to meet all applicable local codes and regulations.
*
Acknowledge
Submit
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