Short Executive Summary — Loan Intake Form
Use this checklist when submitting a deal or calling in for a prequalification. Having this information ready will speed up your approval.
Borrower Information
- Name and Email
- Phone and Cell Phone
- Home Address / County / Years There
Loan Information
- Loan Type: Refi / Purchase / Fix & Flip / Rehab / Cash Out / Other
- Loan Program: Stated Income / Hard Money / “A” Paper / Fix & Flip / Other
- Terms desired or already quoted
Property Information
- Property address and legal description
- Survey: Yes / No
- Property type
- Holding entity name (LLC, Corp, or Individual)
- Estimated value / Appraisal: Yes or No / Sales price
- Tax roll value / Current rental income
- Amount owed on property (refi or cash out)
- When purchased and purchase price
- Improvements already made ($) / Rehab request ($)
- Requested loan amount / LTV / ARV
Borrower Credit
- Borrower FICO scores (all three bureaus)
- Co-Borrower FICO scores (if applicable)
Exit Strategy & Deal Notes
- Use of funds (cash out)
- Exit strategy
- Explain the deal and any compensating factors
Submit to: Application@protonmail.com
Fax: 832-479-1988
Direct: 832-273-3551
Toll Free: 877-TX-LENDING (877-895-3634)