First Name
Last Name
Email
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Phone
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Property Address
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Property Type - Residential
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Single Family Home
Multifamily 2-4 Units
Multifamily 5 -10 Units
Multifamily 10+ Units
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Purchase / Refinance
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Purchase
Refinance No Cash Out
Refinance Cash Out
Delayed Purchase
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If Refinance / Date Purchase
Purchase Price / Current Value
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Number of Units Currently Occupied
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Gross Monthly Rental Income
*
$
Gross Annual Property Taxes
*
$
Gross Annual Home Insurance Cost
*
$
Monthly Home Owners Assessments
*
$
Liquid Assets Verifiable
*
$
# of Residential Properties Owned
*
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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Zero
One
Two
Three
Four
Five to Nine
Ten or More
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Deal Notes
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