Name * First Name Last Name Email * Best Contact Phone# * (###) ### #### Preferred Contact Method * Phone Email Text Best Time to Reach You * Morning Afternoon Evening Loan Purpose: Type of Financing * Home Purchase Refinance Investment Property Construction/ Fix & Flip SBA Commercial Financing Not Sure/ Need Guidance Estimated Loan Amount * $ Estimated Purchase Price * $ Are you a First Time Homebuyer? Yes No Active Duty / Veteran Myself My Spouse Employment Status W2 Employee Self Employed Retired Other Gross Monthly Income $ Other Household Income $ How would you describe your credit? Excellent (740+) Good (680-739) Fair (620-679) Needs Work (<620) Not Sure Available Funds for Down Payment/ Closing Costs $ Estimated Monthly Debt Payments $ Dow you currently own other properties? List number and/or type of property What are your short-term goals? What would a successful outcome look like? Any specific questions or concerns for our consultation? Email Thank you for completing your intake form! Your details have been received and will help us prepare for your consultation. We look forward to helping you flourish!
