Portfolio

Real Estate Funding Inquiry – Portfolio Funding Form

We look forward to assisting you with your project and appreciate the opportunity. Our objective is to provide you the information you are seeking as quickly as possible. While there are many factors that determine the speed and accuracy at which we are able to accomplish this, the process depends solely upon you and the information you provide here.

All required fields are indicated by ‘ * ‘. If there is a required field that does not apply to you, simply enter “NA”. For any dollar amounts that do not apply, enter “0”. If you miss a field that is required when you click the “Get Quote” button at the bottom, simply scroll up and look for the question in red.

If you are not looking for the portfolio real estate form, please click here to go back to the form selection page.

While we do not ask for any overly sensitive information here, you can rest assured that everything you provide is safe and secure, including any documents you upload, if any. If you have any questions, or have any issues with this form, please reach out to the representative that referred you here.

    How Did You Hear About Us?


    Personal Information

    First Name*




    Please enter a number from 620 to 950.



    Experience

    RE Investors that can demonstrate documented investment experience can take advantage of some very nice programs. For purposes of this quote, the term "Exit" pertains to "Fix & Flips", any property you have purchased, rehabbed, and then sold. Do not worry if you do not have any experience though as we also have programs specifically tailored for new RE Investors designed to help you succeed.



    Business Information



    Property Information







    Portfolio Information


    If you are seeking Portfolio Funding, we will need a schedule of Real Estate Owned (SREO). This schedule will need to include a minimum of the following, Full Property Address, Property Type, Original Purchase Date, Original Purchase Price, Current Market Value (ARV), Existing Lien Amounts, Monthly P&I Payment, Monthly Insurance payment, Monthly Tax Payment, Monthly Rental Income.


    Upload your current Schedule of Real Estate Owned Here

    Additionally, we will also need a Rent Roll (Track Record)

    Additional Information