Angela M. Ortiz

Owner/Broker

Real Estate Investment Loan Application

Primary Guarantor Information

First Name *

Last Name *

Date of birth

Phone *

Email *

Primary Address- Where you currently live *

City *

Postal code *

State *

Borrower Employment Status *

Employed

Self-employed

Unemployed

Retired

Borrower Employment Status

Job title /Title

Employment Start Date

Employer Name, Phone, Address, Email and Contact

Do you Rent or Own?

Prior address if less than 2 years.

How much is your montly housing payment?

How long have you lived at this address?

Late mortgage payments in the last 12 months?

Social Secuirty Number/ ITIN: (We must pull your credit.)

Drivers License Number

State Drivers License Upload

State Driver's License Upload

Credit Score

Credit Report Upload

Upload Credit Report here or copy of scores

Upload Credit Report here

· Disclose if there have been any bankruptcies, active lawsuits, tax liens, judgements, or convicted felony/fraud related crimes in the last 3 years?

15. Are there any pending, threatened, or recently filed claims, judgments or tax liens against the business or any principals?

Business Information

Legal Business Name that is or will be on title:

Full business address including City, State & Zip:

Legal Entity: (Corp, LLC, Sole Prop, etc)

Signed Articles of Incorporation

Articles of Incorporation

Signed Operating Agreement

EIN

EIN Letter Upload Here

Business Phone:

Business Email:

Business classification: (Retail, Restaurant, Services, Internet, Mail Order, etc)

Company Owner Name

Percentage of Business Ownership:

How many Owners are in the company

How many successful transactions in the last 36 months?

How Many Rentals do you currently have

Upload Investor Track Record

Business Established Date:

Business Website

Do any guarantors live within 100 miles of the subject property?

Subject property information

Subject Property Address

Current Outstanding Mortgage Balance

Upload Mortage Payoff Demand

Current Insurance Yearly Premium

Current Insurance Policy

HOA Monthly Dues

Projected After Repair Value

Amount of funds available for this project from you

Business Financial Statement

Estimated Annual Property Taxes

Estimated property tax bill/disclosure

Exit Strategy

Has this project been turned down by or submitted to another lender?

Original Purchase Price

Total investment to date

If Refinance how long have you owned the property?

Requested Loan Infromatoin

Loan Purpose

Loan Type:

Project Description Scope off Work.

Rehab/ Construction Budget

Upload Scope of Work / Bids

Borrower Signature

Clear

Borrower/Guarantor Signature

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