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Which representative are you working with?

First Name

Last Name

Phone Number *

Email Address *

Legal Company Name

How did you hear about us ?

Do you need a pre-qualification letter?

Yes

No

Purpose of Loan

Loan Amount

Property Type

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?

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 Is Your Primary Investment Goal?

Passive Income

Capital Appreciation

Diversificaiton

Other

Time in Business *

Are You an Accredited Investor? *

What Type of Partnership Are You Interested In?

Referral Partner

Strategic Partner

Broker Partner

Other

Are You Interested in Any of the Following Services?

Have You Worked with a Private Wealth Manager or Advisor Before?

What Is Your Current Financial Status?

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?

How Many Client or Transaction Can You Refer Per Month?

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The information presented on this website serves exclusively for general informational purposes. Our website provides non-QM lending, direct lending, brokering services, and business purpose lending. The content herein is not intended to serve as legal, financial, or investment advice. We strongly recommend consulting with qualified professionals and conducting thorough research before making any financial decisions. For detailed information on our Privacy Policy and our complete Disclaimer, kindly visit the respective sections by clicking here.