Borrower Loan Request Form

Please complete this form in full for consideration of funding. We lend directly in first position and may place second or third position requests with our partner lenders. Multiple lien positions can be pursued for the same deal.

We will run a soft background and credit check.

Information may be shared with our vetted private and institutional lending partners to secure the best available terms.

You are solely responsible for conducting your own due diligence on any loan terms or lenders presented. Submission does not guarantee loan approval.

1. Borrower Information

Full Legal Name *

Date of Birth *

Phone Number *

Email Address *

Current Address *

Entity Type *

Business Entity Name (if applicable)

Owners with 20%+ equity *

Government-Issued ID (Attach Copy)

Yes

Real Estate Experience:

Years active
Types of projects

Role in Transaction *

2 – Title Company & Agent Information

Title/Escrow Company

Title/Escrow Contact Name

Phone

Selling Agent Name

Phone

3– Property Information

Property Address *

Purchase Price *

As-Is Value: *

Rehab Budget

Property Type

Purchase

Refinance

Purchase Date

After Repair Value (ARV) *

Seller’s Name *

Seller’s Contact Info *

Purchase Agreement (Upload) *

Exit Strategy

Backup Exit Strategy

4 – Lien Positions Requested

Select all that apply

First Position (In-House Lending)

Second Position (Partner Placement)

Third Position (Partner Placement)

EMD (Partner Placement)

Existing Lien Information (required if requesting 2nd or 3rd):

Position (1st, 2nd, etc.)
Balance
Lender Name
Interest Rate
Maturity Date
Next Payment Due

Upload Senior Note & Deed of Trust/Mortgage

Upload 12-Month Payment History:

Upload Payoff Letter (if available)

Consent for us to contact senior lender/servicer

Yes

5 – Loan / Repayment Terms

Requested Loan Amount:

EMD Funding Needed By

funding Needed By (Date):

Planned Repayment Source

Assignment Fee

Closing Proceeds

Other

Expected Repayment Date

Repayment Amount to Lender: (Flat Fee) or % Return

Proof of Closing Funds (Upload)

Personal Guaranty

Yes

Source of Funds (Income)

Collateral Offered (if any)

Repayment Agreement Signed

Yes

6 – Private Equity Partner Interest

Are you seeking a private equity partner for this deal?

Yes

If yes:

Equity Capital Needed ( $ )
Proposed Equity Split or Profit Share ( % )
Role for Equity Partner

Upload Investment Deck / Deal Overview: [Upload]

7 – Financial & Supporting Documents

Upload Proof of ARV / CMA / Appraisal (if available)

Upload Proof of Liquidity Reserves

Upload Proof of Funds for Closing (if applicable)

Upload Last 3 Months’ Bank Statements – Business & Personal

Upload Business Financial Statements (if commercial loan)

Upload Any Additional Supporting Documents (credit partners, explanations for credit report red flags, etc.)

8 – Compliance & Authorizations

Authorization for Soft Credit Check

Authorization for Background Check

9 – Signature

Borrower Signature

Clear

Date

Required Supporting Documents Checklist

(Upload these before submitting your application)

Government-Issued ID for all owners with 20%+ equity

Signed Purchase Agreement (and Assignment Contract if applicable)

Proof of ARV (CMA/Appraisal/BPO if available)

Proof of liquidity reserves

Proof of Funds for Closing (if applicable)

Last 3 months’ bank statements (business and personal)

Business financial statements (required for commercial/business loans)

Senior Note & Deed of Trust/Mortgage (if requesting 2nd/3rd)

12-month payment history (if requesting 2nd/3rd)

Payoff letter from senior lender (if available)

Rent roll (if rental property)

Rehab budget & scope of work (if flip)

Investment deck / deal overview (if requesting equity partner)