Prescreening Questionnaire

Start Your Financing Journey

This is not a loan application and will not affect your credit score. This pre-screening questionnaire helps us understand your eligibility for business-purpose real estate financing. All loans are subject to credit and underwriting approval.

Borrower Pre-Screening Questionnaire
Borrower Name
Finance Program
If Rental Portfolio: In the property address section please indicate the highest value property address of your portfolio and then in the additional information “Anything Else We Should Know” section at the end of the questionnaire Please include all other property addresses.

Property Details

Address/Location
Expansion, Addition, or Change of Use?
Is it Ground-Up (Teardown)?

Valuation

Borrower Experience

Licensed General Contractor?
Licensed Realtor?

Credit Profile

Bankruptcy/Foreclosure/Mortgage Late in Last 5 Years?
Bankruptcy or Foreclosure Ever?
Any Known Large Liens or Felonies?

Exit Strategy & Financials

Is Borrower Current on Payoff?

Additional Information

Is Property Rural?
Is Deal Arms-Length?
Involves a Wholesaler?
Is Seller an Entity?
Is it a Condo Conversion?
Foreign National Borrower?