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The more information provided, the more accurate of a quote we will be able to provide you.
Clock How long will this take?
About Five Minutes
Notepad What will I need?
Personal Information
Detailed Financial and Project Information
Do you have a self-directed IRA? Yes No*
Phone: *
Property Information:
Property Type:
All properties must be income producing investments
Purchase Price: *
Estimated Value: *
Desired Loan Amount: *
Approximate Closing Date: *
Do You have a Specific Property in Mind? Yes No*
Approximate IRA Balance: *
Liquid Balances in all
Retirement Accounts (IRA, 401k, etc):
Will You Purchase in an IRA,
IRA/LLC, or Neither:
IRA IRA/LLC Neither*
Has the Property Sold in the Last
3 Years:
Yes No*
Is This New Construction: Yes No*
Year Built: *
Livable Square Footage: *
Estimated Monthly Rental Income: *
Is There Currently a Lease in Place: Yes No*
Monthly Expenses:
     Taxes: *
      Property Insurance: *
      Association Dues: *
5/1 ARM or Fixed (varies 20-25 years): 5/1 ARM Fixed*
Will There Be a Property Manager: Yes No*
If Property Needs Repairs, Please List:
Digital Picture or URL Link to Property (Required for an Approval):*
Add Attachment
Are You Refinancing? Yes No*
Source of Business:
How did you hear about us?: *
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Note: Fields with an * are required
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