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Which representative are you working with?

Trae'Vorris Canady
Quntin Spencer
Cody Chumley
Dwayne Garner
Lamar Barnes
Joe Barb
Ashley Rivera
Drake Reaux
Janina August
I want to build a relationship with this firm
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First Name

Last Name

Phone Number *

Email Address *

Legal Company Name

How did you hear about us ?

Facebook Ad
Instagram Ad
Tiktok Ad
Youtube
Past Event
Friend
Other
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Which solutions are you interested in?

🗝️ Legacy Lane Program

🏡 Real Estate Financing

💼 Business Financing

💡 Join Our Investor List

🪴 Join Our Referral Program

👨‍🏫 Advisory Services Demo

Do you need a pre-qualification letter?

Yes

No

Purpose of Loan

Purchase
Refinance
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Loan Amount

Property Type

SFR (Single Family Residence
2-4 Units
Condominium
Mixed Used
Commercial
Multi-Family
Industrial
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Rehab/Constructions Budget

$

Approximate Liquidity (cash on hand, 401K, IRA, CD's, money market accounts)?

Subject Property Address

How many transactions have you completed in the past 2 years?

Use of Funds

Average Monthly Revenue

$

Anticipated Closing Date

How much funding/credit do you think your business needs right now?

Less than $25,000

$25,000 - $50,000

$50,000 - $100,000

$100,000 or more

What Is Your Estimated Investment Amount?

$50,000 - $100,00
$100,000 - $250,000
$250,000 - $500,000
$500,000 +
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Monthly Credit Card Processing $

$

Industry *

Do you currently Have Any Investments in Real Estate or Business? *

Yes, Both

Yes, Business

Yes, Real Estate

No

What Are Your Primary Financial Goals?

Wealth Preservation

Passive Income Generation

Business Expanison

Estate Planning

Other ( Please Specify)

What Is Your Primary Investment Goal?

Passive Income

Capital Appreciation

Diversificaiton

Other

Time in Business *

Less than a year
1 - 2 years
2 - 3 years
3 - 4 years
4 - 5 years
5+ years
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Are You an Accredited Investor? *

Yes
No
Not Sure
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What Type of Partnership Are You Interested In?

Referral Partner

Strategic Partner

Broker Partner

Other

Are You Interested in Any of the Following Services?

Real Estate Investment
Business Financing or Acquisition
Asset Protection Strategies
Tax Efficiency
Family Office Solutions
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Have You Worked with a Private Wealth Manager or Advisor Before?

Yes
No
If Yes, What Services Did They Provide?
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What Is Your Current Financial Status?

Net Worth $500,000
Net Worth $1M - $5M
Net Worth 5M+
Prefer Not to Say
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What additional details should I know to ensure I'm fully prepared for the meeting

Have You Worked as a Partner or Broker in the Lending Industry Before?

Yes

No

What Industry or Market Do you Primarily Work In?

Real Estate
Business Financing
Private Equity
Financial Advisory
Other (Please Specify)
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How Many Client or Transaction Can You Refer Per Month?

1-3
4-10
11+
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