First Name
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Last Name
Email
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Phone
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Property Address
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Property Type - Residential
Single Family Home
Multifamily 2-4 Units
Multifamily 5 -10 Units
Multifamily 10+ Units
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Property Type - Commercial
Multifamily 5 - 10 units
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Property Type - Commercial Properties
Multifamily 5-10 units
Multifamily 10+ units
Mixed Use Residential 51% Residential
Mixed Use Residential 70% Residential
Mixed Use Commercial 51% Commercial
Office
Retail
Self Storage
Warehouse
Light Industrial
Other
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If Refinance / Date Purchase
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Purchase Price / Current Value
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Number of Units Currently Occupied
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Gross Monthly Rental Income
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$
Gross Annual Property Taxes
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$
Gross Annual Home Insurance Cost
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$
Monthly Home Owners Assessments
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$
Liquid Assets Verifiable
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# of Residential Properties Owned
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Residential 1-4 units / 0
Residential 1-4 units / 1
Residential 1-4 units / 2
Residential 1-4 units / 3
Residential 1-4 units / 4
Residential 1-4 units / 5-10
Residential 1-4 units / 10+
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# of Multifamily properties owned (5 or more units)
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One
Two
Three
Four
Five to Nine
Ten or More
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Deal Notes
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